RESERVOIR WEALTH MANAGEMENT

2100 Lost Creek Boulevard
Lima, Ohio 45804
Tel: 567-289-2100

About RESERVOIR WEALTH MANAGEMENT

RESERVOIR WEALTH MANAGEMENT, formally registered with the SEC as RESERVOIR WEALTH MANAGEMENT. The firm was established in 08/30/2021. They have over 1 offices throughout the country.

RESERVOIR WEALTH MANAGEMENT is a Lima, Ohio based Financial Planning firm with nearly $175,978,226 assets under management, offering retirement planning & investment advisory services to 895 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293131
SEC#	801-122212
Assets Managed by Firm	$175,978,226
No. of Clients	895
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Other (TAX PREPARATION)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	895	$175,978,226
Individuals (other than high net worth individuals)	344	$48,106,760
High net worth individuals	90	$94,200,703
Pension and profit sharing plans	8	$26,097,489
Corporations or other businesses	14	$7,573,274

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