Reservoir Wealth Management
Reservoir Wealth Management (CRD# 293131) is a financial advisory firm headquartered in Lima, OH. They manage $151,620,260 in 868 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Reservoir Wealth Management
By the Numbers
-
Total Assets Under Management152MILLION
-
Total Number of Accounts868ACCOUNTS
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Average Account Value$174,678
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Reservoir Wealth Management
1
Jared Walsh (CRD# 4844150) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 19 years of experience in the finance industry.
2
Shawn Goetz (CRD# 7180576) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 4 years of experience in the finance industry.
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