SERVO WEALTH MANAGEMENT LLC

CRD 159367File 801-130949

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$173.8M

Bottom 25% of cohort (national)

Discretionary AUM

$173.8M

Clients

355 accounts

Employees

Bottom 25% of cohort in OK

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 29, 2024
Principal office: 1000 W WILSHIRE, STE 315, OKLAHOMA CITY, OK, 73116
Phone: (405) 384-5132
Website: HTTPS://WWW.LINKEDIN.COM/IN/ERIC-D-NELSON-CFA-B6445046/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $173.8M
Discretionary AUM: $173.8M
Non-discretionary AUM: $0
Discretionary accounts: 355
Non-discretionary accounts: 0
Total accounts: 355
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	43	$138.7M
Pension and profit sharing plans	2	$20.3M
Individuals (other than high net worth individuals)	44	$14.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.