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Servo Wealth Management LLC

● SEC registered since 2024CRD 159367SEC# 801-130949Oklahoma City, OK
Export (members)
Reg. AUM
$149M
Employees
1
Accounts
307
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 $149 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/eric-d-nelson-cfa-b6445046View on SEC.gov ↗

Servo Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Daniel Nelson ControlOwner And CcoOver 75%2012

Frequently asked questions

How much does Servo Wealth Management LLC manage?

Servo Wealth Management LLC reports $149 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

Address1000 W Wilshire, Ste 315, Oklahoma City, OK 73116
Phone(405) 384-5132
Fax(405) 842-6259
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149M
Non-discretionary$0
Total (RAUM)$149M