Servo Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Servo Wealth Management reports 89 clients. They include 44 individual clients, 43 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($174M across 355 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 9% |
| High-net-worth individuals | 48% | 80% |
| Pension and profit-sharing plans | 2% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 44 | $14.8M | 8.5% | $336K |
| High-net-worth individuals | 43 | $139M | 79.8% | $3.22M |
| Pension and profit-sharing plans | 2 | $20.3M | 11.7% | $10.1M |
| Total | 89 | $174M | 100% | $1.95M |
- Clients
- 44
- Regulatory AUM
- $14.8M
- AUM share
- 8.5%
- Avg. per client
- $336K
- Clients
- 43
- Regulatory AUM
- $139M
- AUM share
- 79.8%
- Avg. per client
- $3.22M
- Clients
- 2
- Regulatory AUM
- $20.3M
- AUM share
- 11.7%
- Avg. per client
- $10.1M
Total
- Clients
- 89
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- $1.95M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Servo Wealth Management charges 0.25%–1.00% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable.
Fee details and sources
Eric Nelson owns 75% or more of Servo Wealth Management. It has 1 employee.
Leadership
- Eric NelsonOwner and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Servo Wealth Management LLC
Eric Nelson
Control person · since January 2012
Servo Wealth Management’s regulatory assets grew from $149M (March 2025) to $174M (March 2026); clients rose from 83 to 89 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $174M | 89 | 1 | 1 |
| March 2025 | $149M | 83 | 1 | 1 |
Besides its headquarters, Servo Wealth Management has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 1000 W Wilshire, Ste 315, Oklahoma CityHQ
Contact and registration details
- Legal name
- Servo Wealth Management LLC
- Headquarters
- 1000 W Wilshire, Ste 315, Oklahoma City, OK 73116
- Website
- Not reported
- Phone
- 405-384-5132
- SEC file
- 801-130949
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Servo Wealth Management uses Charles Schwab ($162M) as custodian for its separately managed accounts. Servo Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $162M100%
At year end, Servo Wealth Management’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks2%
- Funds98%
How many clients does Servo Wealth Management have?
Servo Wealth Management has 89 clients and manages $174 million for them, as of March 2026. They include 44 individual clients, 43 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Servo Wealth Management offer?
Servo Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Servo Wealth Management charge?
Servo Wealth Management charges 0.25%–1.00% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 24 March 2026
Which custodians does Servo Wealth Management use?
Servo Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Servo Wealth Management have?
Servo Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Servo Wealth Management invest in?
At the end of its last fiscal year, Servo Wealth Management’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Servo Wealth Management?
Servo Wealth Management’s direct owner is Eric Nelson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Servo Wealth Management get paid?
Servo Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Servo Wealth Management?
Servo Wealth Management’s main office is at 1000 W Wilshire, Ste 315, Oklahoma City, OK 73116. Its phone number is 405-384-5132.