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Reservoir Retirement Management, LLC

● SEC registered since 2021CRD 293131SEC# 801-122212Lima, OH
Export (members)
Reg. AUM
$176M
Employees
2
Accounts
895
Location
Lima, OH

Reservoir Retirement Management, LLC assets under management

Reservoir Retirement Management, LLC is a registered investment adviser overseen by the SEC based in Lima, OH. The firm has been registered since 2021. It reports $176 million in regulatory assets under management and employs 2 people.
www.reservwealth.comView on SEC.gov ↗

Reservoir Retirement Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jared Thomas Walsh ControlManaging Partner, CcoOver 75%2005

Frequently asked questions

How much does Reservoir Retirement Management, LLC manage?

Reservoir Retirement Management, LLC reports $176 million in regulatory assets under management on its Form ADV.

How many employees does Reservoir Retirement Management, LLC have?

Reservoir Retirement Management, LLC reports 2 employees.

Where is Reservoir Retirement Management, LLC located?

Reservoir Retirement Management, LLC is based in Lima, OH and has been SEC-registered since 2021.

Does Reservoir Retirement Management, LLC disclose fund performance?

Reservoir Retirement Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2100 Lost Creek Boulevard, Lima, OH 45804
Phone567-289-2100
Fax419-222-3926
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.5M
Non-discretionary$25.5M
Total (RAUM)$176M