RESERVOIR RETIREMENT MANAGEMENT, LLC
Legal name: RESERVOIR WEALTH MANAGEMENT
CRD #293131 SEC #801-122212 LIMA, OH 567-289-2100
SEC Registered
Total AUM
$176M
Discretionary
$150.5M
Employees
2
Clients
251
Accounts
895
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $176M | $150.5M | $25.5M | 2 | 0 |
| Feb 2024 | $151.6M | $129.4M | $22.2M | 2 | 0 |
| Sep 2023 | $126.4M | $106.1M | $20.3M | 2 | 0 |
| Feb 2023 | $126.4M | $106.1M | $20.3M | 2 | 0 |
| Mar 2022 | $130.4M | $105.4M | $25M | 2 | 10 |
| Jul 2021 | $115.7M | $91.9M | $23.7M | 2 | 15 |
DateFeb 2025
Total AUM$176M
Discretionary$150.5M
Non-Disc.$25.5M
Employees2
Clients0
DateFeb 2024
Total AUM$151.6M
Discretionary$129.4M
Non-Disc.$22.2M
Employees2
Clients0
DateSep 2023
Total AUM$126.4M
Discretionary$106.1M
Non-Disc.$20.3M
Employees2
Clients0
DateFeb 2023
Total AUM$126.4M
Discretionary$106.1M
Non-Disc.$20.3M
Employees2
Clients0
DateMar 2022
Total AUM$130.4M
Discretionary$105.4M
Non-Disc.$25M
Employees2
Clients10
DateJul 2021
Total AUM$115.7M
Discretionary$91.9M
Non-Disc.$23.7M
Employees2
Clients15