SERVANT WEALTH MANAGEMENT LLC

Overview

Servant Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator, providing comprehensive financial planning and discretionary portfolio management alongside pension consulting and third‑party adviser selection. Its stated fee mix combines percentage-of-AUM billing with fixed-fee engagements. Investment activity is tilted heavily toward publicly traded equities. Filings show a clear preference for exchange‑traded securities as the core building blocks of client portfolios, with the firm using both exchange‑traded funds for broad market exposure and listed equities for more concentrated holdings. Servant Wealth Management does not identify itself as an active ESG investor on its filings. The firm lists an insurance company affiliation as an industry relationship and offers services appropriate to individual and family wealth management rather than large institutional mandate work.

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Public Holdings

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Location & Offices