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WEG - Equius Team

EST. AUM
$149,000,000

CONTACTS

CLIENT ACCOUNTS
307

Firm Details

Metro area Oklahoma City
CRD Number 159367
Website wealthenhancement.com
Client types

Overview

WEG - Equius Team (formerly Servo Wealth Management) is a wealth management team operating under Wealth Enhancement Group in Oklahoma City, Oklahoma. The practice serves individuals, families, physicians, attorneys, executives, small business owners, and retirees. It delivers plan-led wealth management, long-term portfolio construction, financial planning, and asset allocation services. The firm emphasizes low-cost asset class investing, factor-based equity implementation, global diversification, and comprehensive wealth planning solutions.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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