$173.8M Total AUM
$173.8M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
14 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2012
- Office Locations
- 1
Office Locations
1000 W Wilshire STE 315 Oklahoma City OK
About Servo Wealth Management LLC
Servo Wealth Management (Oklahoma City) provides financial and retirement planning, portfolio design, and ongoing investment management, with an emphasis on investor education through its Smarter Investing blog and regular client communication to stay disciplined through market noise. Works with clients on goal-based investment plans and manages asset-class portfolios; custody includes Charles Schwab and Betterment.
Team overview
47 AVG AGE
$173.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Owner & Executives
Eric Nelson
Chief Compliance Officer, Owner, Principal
- CRD
- #3132084
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,757,091 | $489,457 |
| Non-Discretionary | $0 | -- |
| Total | $173,757,091 | $489,457 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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