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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALSH, JARED, THOMAS | I | MANAGING PARTNER, CCO | E | Control |
| WALSH, JARED, THOMAS | I | MANAGING PARTNER, CCO | E | Control |
| WALSH, JARED, THOMAS | I | MANAGING PARTNER, CCO | E | Control |
| WALSH, JARED, THOMAS | I | MANAGING PARTNER, CCO | E | Control |
| WALSH, JARED, THOMAS | I | MANAGING PARTNER, CCO | E | Control |
| WALSH, JARED, THOMAS | I | MANAGING PARTNER, CCO | E | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (3)
LA OH TX
Address
2100 LOST CREEK BOULEVARDLIMA, OH 45804
United States
Phone: 567-289-2100