Servant Financial, Ltd.
Servant Financial, Ltd. is an SEC-registered wealth manager with $143.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Servant Financial, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135183, SEC 801-130929, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $143.6M (2026-03-30)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 42
- CRD
- 135183
- Ownership
- HENEGHAN, JOHN, SIMON
How much AUM does Servant Financial, Ltd. have?
Servant Financial, Ltd. reported $143.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Servant Financial, Ltd.?
Disclosed owners and executives of Servant Financial, Ltd. include HENEGHAN, JOHN, SIMON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.