Servant Wealth Management, LLC

Overview

Servant Wealth Management, LLC is a very small, privately owned advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and concentrates on traditional, liquid investment instruments rather than bespoke alternative strategies. Its reported activity and asset mix point to a conservative posture, with a large portion of assets held in cash and cash equivalents alongside pooled vehicles such as mutual funds. Servant Wealth’s client base is limited and concentrated, which suggests a high-touch, bespoke relationship model rather than a mass-market advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices