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
By the Numbers
-
Total Assets Under Management131MILLION
-
Total Number of Accounts358ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Servo Wealth Management LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.