Overview
Assets Under Management: $209 million
Headquarters: LIMA, OH
High-Net-Worth Clients: 81
Average Client Assets: $1 million
Frequently Asked Questions
RESERVOIR WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293131), RESERVOIR WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RESERVOIR WEALTH MANAGEMENT is headquartered in LIMA, OH.
RESERVOIR WEALTH MANAGEMENT serves 81 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, RESERVOIR WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RESERVOIR WEALTH MANAGEMENT manages $209 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, RESERVOIR WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.37
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 887
Discretionary Accounts: 724
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 293131
Filing ID: 2054875
Last Filing Date: 2026-02-18 16:50:24