Reservoir Wealth Management
Reservoir Wealth Management is an SEC-registered mass-market adviser in Lima, OH with $208.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Reservoir Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293131, SEC 801-122212, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $208.8M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Lima, OH
- Employees
- 2
- Clients
- 460
- CRD
- 293131
- Ownership
- WALSH, JARED, THOMAS
How much AUM does Reservoir Wealth Management have?
Reservoir Wealth Management reported $208.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Reservoir Wealth Management?
Disclosed owners and executives of Reservoir Wealth Management include WALSH, JARED, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.