Reservoir Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lima, OH. Its latest Form ADV filing, dated February 18, 2026, reports $209M in regulatory assets under management, 2 employees, and 887 accounts.
Assets Under Management
$209M
Employees
2
Offices
--
Total Clients
460
Primary office
LIMA, OH
2100 LOST CREEK BOULEVARD, LIMA, OH, United States
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
357
2
HNWI
17.6%
81
3
Corporations
3.0%
14
4
Pension Plans
1.7%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of February 18, 2026
Discretionary85.9%
$179M
86% of total RAUM85.9%
Non-discretionary14.1%
$30M
14% of total RAUM14.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$209M
Total Accounts887
10Y AUM Change+$93M (+80.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee230:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.