RIA Intel›Advisers›Tennessee›SERVANT WEALTH MANAGEMENT LLC

SERVANT WEALTH MANAGEMENT LLC

Advisory

MEMPHIS, TN

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in TN

#353

of 380 advisers by AUM

Average account

$148K

across 323 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$48M

Discretionary AUM$47M

Non-Discretionary AUM$654K

Discretionary %98.6%

Total Clients277

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMS, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

277 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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LATTICE WEALTH ADVISORS, LLC

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LONETREE WEALTH MANAGEMENT, LLC

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FINANCIAL JUNK LLC

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