RIA Intel›Advisers›Oklahoma›SERVANT WEALTH MANAGEMENT, LLC

SERVANT WEALTH MANAGEMENT, LLC

Advisory

OK

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$734K

across 6 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK

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

2 clients

2 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 OK

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

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

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TINES CAPITAL, LLC

$5M

LODESTAR ASSET MANAGEMENT LLC

$4M

ACCESS CAPITAL MANAGEMENT, LLC

$4M

VIRENTES CAPITAL MANAGEMENT LLC

$5M

BALL INVESTMENTS CORPORATION

$3M

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