SERVO WEALTH MANAGEMENT LLC
CRD #159367 SEC #801-130949 OKLAHOMA CITY, OK (405) 384-5132
SEC Registered
Total AUM
$149M
Discretionary
$149M
Employees
1
Clients
--
Accounts
307
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NELSON, ERIC, DANIEL | I | OWNER AND CCO | E | Control |
| NELSON, ERIC, DANIEL | I | OWNER AND CCO | E | Control |
| NELSON, ERIC, DANIEL | I | OWNER AND CCO | E | Control |
| NELSON, ERIC, DANIEL | I | OWNER AND CCO | E | Control |
| NELSON, ERIC, DANIEL | I | OWNER AND CCO | E | Control |
Registrations
Federal
IA
Sep 16, 2025 REGISTERED
Notice Filings (3)
NY OK TX
Address
1000 W WILSHIRESTE 315
OKLAHOMA CITY, OK 73116
United States
Phone: (405) 384-5132