Servo Wealth Management LLC

Overview

Servo Wealth Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm operates as a capital allocator, providing fee-based advisory services charged as a percentage of assets under management. Its client mix spans high-net-worth individuals and families as well as institutional investors. Core services named on the ADV include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. The filing indicates Servo does not position itself as an ESG investor and is not registered as a multi-state adviser or as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices