Servo Wealth Management LLC
● SEC registered since 2024CRD 159367SEC# 801-130949Oklahoma City, OK
Reg. AUM
$173.8M
Employees
1
Accounts
355
Location
Oklahoma City, OK
Servo Wealth Management LLC assets under management
Servo Wealth Management LLC is a registered investment adviser overseen by the SEC based in Oklahoma City, OK. The firm has been registered since 2024. It reports $173.8 million in regulatory assets under management and employs 1 people.
Servo Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Daniel Nelson Control | Owner And Cco | Over 75% | 2012 |
Frequently asked questions
How much does Servo Wealth Management LLC manage?
Servo Wealth Management LLC reports $173.8 million in regulatory assets under management on its Form ADV.
How many employees does Servo Wealth Management LLC have?
Servo Wealth Management LLC reports 1 employees.
Where is Servo Wealth Management LLC located?
Servo Wealth Management LLC is based in Oklahoma City, OK and has been SEC-registered since 2024.
Does Servo Wealth Management LLC disclose fund performance?
Servo Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 W Wilshire, Ste 315, Oklahoma City, OK 73116 |
| Phone | (405) 384-5132 |
| Fax | (405) 842-6259 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.8M▲ 33%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$173.8Mregulatory AUM
Discretionary $173.8M