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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2014
- Office Locations
- 1
Office Locations
About Servant Wealth Management LLC
Servant Wealth Management (Servant Advisors) is a Memphis-based RIA focused on helping retirees and near-retirees build durable retirement plans. The firm advises on Social Security claiming, retirement income design, tax planning (including Roth conversions and IUL strategies), and 401(k)/IRA consolidation, pairing planning with portfolio management that leans on ETFs and public funds (via custodians such as Charles Schwab).
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Owner & Executives
DANIEL JAMES GROBEN
Advisor, Chief Compliance Officer
- CRD
- #6170183
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,216,178 | -- |
| Non-Discretionary | $653,761 | -- |
| Total | $47,869,939 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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