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Owner and CCO · Servo Wealth Management LLC

Eric D. Nelson

CRD 3132084 · Named on Form ADV at one SEC-registered adviser

At a glance

Servo Wealth Management LLC, an SEC-registered wealth manager based in Oklahoma City, OK with $174 million in regulatory assets, lists Eric D. Nelson on its Form ADV as Owner and CCO, a control person.

Firms and roles

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.