$208.8M Total AUM
$179.3M Disc. AUM
-- 3Y CAGR
2 Employees
460 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2018
- Office Locations
- 1
Office Locations
2100 Lost Creek Boulevard Lima OH
About Reservoir Wealth Management
Reservoir Wealth Management is a fee-only, fiduciary RIA in Lima, Ohio providing portfolio management grounded in modern portfolio theory, using no-load mutual funds and ETFs. The firm pairs investment management with integrated tax planning, estate planning, Social Security and retirement income strategies, and small-business retirement plan setup/management. Founder Jared Walsh is a CFP® and CPA.
Team overview
44 AVG AGE
$104.4M AVG AUM / ADVISOR
$453.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
JARED THOMAS WALSH
Chief Compliance Officer, Managing Partner
- CRD
- #4844150
- Ownership
- 75% or more
Available
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S
Shawn C Goetz
Financial Advisor
- CRD
- #7180576
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,250,783 | $247,584 |
| Non-Discretionary | $29,523,159 | $181,124 |
| Total | $208,773,942 | $235,371 |
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Separately Managed Accounts
Total SMA Asset: Available
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| Equity - Exchange | Available | Available |
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| Total | Available | Available |
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