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SERVO WEALTH MANAGEMENT LLC

B58
CRD 159367·SEC 801-130949·OKLAHOMA CITY, OK
AUM
$173.8M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$521K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SERVO WEALTH MANAGEMENT LLC
CRD
159367
SEC file #
801-130949
EIN
—
DBA names
—

Economics

AUM
$173.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$149.0M → $173.8M▲ +17%
Client mix
Individuals Other44
Individuals High Net Worth43
Pension Profit Sharing Plans2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/in/eric-d-nelson-cfa-b6445046(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NELSON, ERIC, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NELSON, ERIC, DANIEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:servo.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3132084
Trust Company Affiliate
No

People (1)

1
NELSON, ERIC, DANIEL
IAR · Direct Owner · 87.5%
3132084