SERVO WEALTH MANAGEMENT LLC

Overview

Servo Wealth Management LLC is an independent registered investment adviser that operates as a capital allocator for individual, family and institutional clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Servo is not identified as an active ESG investor, and its filing indicates it is not a multi-state pension consultant or related adviser. Investment activity centers on pooled public vehicles as the primary portfolio building blocks, with the firm also allocating to third‑party managed alternative real estate strategies. The adviser’s service model and explicit focus on selecting external managers point to a hybrid approach: using mutual funds and model portfolios for core exposure while tapping outside managers for specialized or less-liquid real estate allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices