RESERVOIR WEALTH MANAGEMENT

RIASEC RegisteredEst. 2021

Total AUM

$209M

Discretionary

$179M

86% of AUM

Avg account

$235K

Accounts

887

Employees

Advisory reps

Firm details

Headquarters: LIMA, Ohio
CRD number: 293131
Registered since: August 30, 2021
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI52.37%
Individuals29.21%
Pension & Profit Sharing Plans14.49%
Corporations / Businesses3.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Reservoir Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2021. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management across individual, small business, and institutional accounts. Its stated advisory services include financial planning and pension consulting. Fee arrangements include asset-based fees, hourly charges and other fee types. Reservoir does not position itself as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.