Servo Wealth Management LLC

Servo Wealth Management LLC (CRD# 159367) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $53,000,000 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $389,706
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Servo Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric D. Nelson
CRD#: 3132084
3600 Nw 138th Street, Suite 102, Oklahoma City, OK 73134
91
Wealthminder
score
Eric Nelson (CRD# 3132084) is an Investment Advisor Representative working at Servo Wealth Management LLC in Oklahoma City, OK and has over 17 years of experience in the finance industry.
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