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Servant Wealth Management LLC

Headquartered in MEMPHIS, TN

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Firm Information

Servant Wealth Management LLC is a registered investment advisor with approximately $43.12 million in regulatory assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth with financial planning, pension consulting, and portfolio management services. The firm has a wrap fee program and offers advisory services to clients through their website and Facebook page.

Servant Wealth Management LLC

$43.12M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SERVANT WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

MEMPHIS, TN

Advisors at Servant Wealth Management LLC

View All 1 Advisors
Unclaimed
Daniel James Groben

RA

MEMPHIS, TN

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Disclosures

There are no public disclosures for Servant Wealth Management LLC.

Frequently Asked Questions (6)

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