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
2100 Lost Creek Boulevard, Lima, OH 45804
http://www.reservwealth.com
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Reservoir Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jared Walsh, financial advisor Lima OH
Jared T. Walsh
CRD#: 4844150
2100 Lost Creek Boulevard, Lima, OH 45804

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, financial advisor Lima OH
Shawn C. Goetz
CRD#: 7180576
2100 Lost Creek Boulevard, Lima, OH 45804

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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