Servant Wealth Management LLC

Servant Wealth Management serves individual investors, including high‑net‑worth clients, and accepts other client types such as small businesses and retirement plans. The firm offers integrated financial planning and ongoing portfolio management, delivering a written plan and providing discretionary management of client accounts.

The firm’s investment process is built around an asset‑allocation framework tailored to each client’s goals and risk tolerance, and it implements portfolios through a combination of in‑house allocations, third‑party sub‑advisers, and model strategies. Servant Wealth uses discretionary authority to manage accounts, monitors sub‑advisers on an ongoing basis, and makes use of digital platforms (including Betterment) that provide automated rebalancing, tax‑loss harvesting, and goal‑based custom portfolio features.

Noteworthy for a firm of its size, Servant Wealth is a sponsor of a wrap fee program and relies on sub‑advisory relationships with platforms such as Betterment Institutional and Impact, arrangements that also provide business support services to the adviser. The firm’s representatives are licensed insurance agents and may receive commissions for insurance products (a disclosed potential conflict), and the brochure discloses a 2021 regulatory fine for prior net‑capital shortfalls that was paid and resolved.