Servo Wealth Management LLC

Servo Wealth Management LLC (CRD# 159367) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $130,540,000 in 358 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1000 W Wilshire, Ste 315, Oklahoma City, OK 73116
http://www.servowealth.com/
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $364,637
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 Nelson, financial advisor Oklahoma City OK
Eric D. Nelson
CRD#: 3132084
1000 W Wilshire, Ste 315, Oklahoma City, OK 73116
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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