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RESERVOIR WEALTH MANAGEMENT
RESERVOIR RETIREMENT MANAGEMENT, LLC
CRD 293131 · SEC 801-122212
2100 LOST CREEK BOULEVARD, LIMA, OH, 45804, United States
Phone
567-289-2100
Fax
419-222-3926
Registration
— (—)
Source
State registered
Total AUM
$208.8M
Discretionary AUM
$179.3M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; TAX PREPARATION
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $61.0M |
| High net worth individuals | 81 | $109.3M |
| Pension/profit sharing plans | 8 | $30.2M |
| Corporations/business entities | 14 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD