# Servo Wealth Management LLC

> Servo Wealth Management LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 159367
- Filed as: SERVO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159367
- AdvisorCensus page: https://advisorcensus.com/firm/servo-wealth-management-llc-oklahoma-city-ok-159367

## Quick answers

**How is Servo Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Servo Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Servo Wealth Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $10,000,000: 0.5% a year; Above $10,000,001: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Servo Wealth Management LLC located?**
Servo Wealth Management LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Servo Wealth Management LLC registered with the SEC or a state?**
Servo Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 159367.

**How much does Servo Wealth Management LLC manage?**
Servo Wealth Management LLC reports $173,757,091 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Servo Wealth Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Servo Wealth Management LLC: Regulatory assets under management: $130,540,000 in the October 2024 data and $173,757,091 in the October 2026 data, up 33%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Servo Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (43); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Servo Wealth Management LLC use?**
Servo Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Servo Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159367

**What changed in Servo Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $149,000,000 to $173,757,091 (+17%). Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Up to $2,000,000: 1% a year
- $2,000,001 to $10,000,000: 0.5% a year
- Above $10,000,001: 0.25% a year

> All assets up to $2,000,000 1.00% $2,000,001 to $10,000,000 0.50% All assets above $10,000,000 0.25%

> These fees are negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $173,757,091
- Discretionary: $173,757,091
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $14,805,091 |
| High net worth individuals | 43 | $138,668,704 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $20,283,296 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NY, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- servowealth.com
- LinkedIn @ERIC-D-NELSON-CFA-B6445046
- X @SERVOWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $130,540,000 | 1 | August 29, 2024 |
| October 2025 | $149,000,000 | 1 | March 28, 2025 |
| October 2026 | $173,757,091 | 1 | March 24, 2026 |

Regulatory assets under management: $130,540,000 in the October 2024 data and $173,757,091 in the October 2026 data, up 33%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $149,000,000 to $173,757,091 (+17%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Servo Wealth Management LLC (CRD 159367): Form ADV filing data as of October 2026.