1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RESERVOIR WEALTH MANAGEMENT

Map pinLIMA, OH
Phone567-289-2100
NotebookSEC #801-122212
Total AUM
$208.8M
Employees
2
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 LOST CREEK BOULEVARD
LIMA
OH 45804
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
567-289-2100

ReceiptFinancials

Total AUM
$208.8M
Accounts
887
Discretionary
$179.3M
Accounts
724
Non-Discretionary
$29.5M
Accounts
163

ContactClients

View more in analytics →

Individual Clients
357
AUM
$61M
HNW Individual Clients
81
AUM
$109.3M
Pension/Profit Sharing Plan Clients
8
AUM
$30.2M
Corporation or Business Clients
14
AUM
$8.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TAX PREPARATION

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account