Servo Wealth Management LLC
Servo Wealth Management LLC is an SEC-registered wealth manager in Oklahoma City, OK with $173.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Servo Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159367, SEC 801-130949, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $173.8M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Oklahoma City, OK
- Employees
- 1
- Clients
- 89
- CRD
- 159367
- Ownership
- NELSON, ERIC, DANIEL
How much AUM does Servo Wealth Management LLC have?
Servo Wealth Management LLC reported $173.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Servo Wealth Management LLC?
Disclosed owners and executives of Servo Wealth Management LLC include NELSON, ERIC, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.