# SERVO WEALTH MANAGEMENT LLC

SERVO WEALTH MANAGEMENT LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 159367
- Type: SEC-registered investment adviser
- SEC file number: 801-130949
- Location: 1000 W WILSHIRE, STE 315, OKLAHOMA CITY, OK, 73116
- Phone: (405) 384-5132
- Latest filing: 2026-03-24
- Regulatory AUM: $173.8M
- Discretionary AUM: $173.8M
- Clients: 1
- Accounts: 355

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Eric Daniel Nelson | OWNER AND CCO | — |
| NELSON ADAM DANIEL | OWNER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159367/similar
- Related entities: https://search.stillhousedata.com/firm/159367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159367

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.