# Reservoir Wealth Management

Reservoir Wealth Management is a Bank / Wealth / Trust based in Lima, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lima, United States
- **Region:** North America
- **Address:** Lima, Ohio, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** reservwealth.com
- **LinkedIn:** https://www.linkedin.com/company/reservoir-wealth-management

## Regulatory record

- **CRD number:** 293131
- **SEC file number:** 801-122212
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293131

## About

Reservoir Wealth Management was established in 2005 and operates from Lima, Ohio. The firm provides investment advisory services to individuals, high-net-worth families, and businesses in the northwestern Ohio region. Its offering combines discretionary investment management with financial planning, a structure that allows it to serve clients who may not meet the typical thresholds required by larger national firms. The firm's strategy centers on portfolio construction and ongoing management for private clients. Its investment approach spans equities, fixed income, and balanced portfolios, with allocation decisions driven by client-specific goals rather than a house model. Reservoir's geographic footprint is concentrated in the Lima metropolitan area and the surrounding counties of Allen, Auglaize, and Putnam, where it competes with local bank trust departments and independent RIAs. Team size and total assets under management are not publicly reported. The firm has not disclosed participation in institutional vehicles, alternative investments, or direct co-investment programs. No adjacent philanthropic foundation, real-asset arm, or operating business is publicly associated with Reservoir Wealth Management. Reservoir's structural differentiator is its positioning as an independent advisory practice in a region dominated by bank-owned wealth units and commission-based brokers. By operating without a proprietary product shelf, the firm's fiduciary posture is tied to fee-based advisory relationships — a model that distinguishes it from the regional bank trust departments that remain the default choice for many local families.

## Questions

### Who runs investment decisions at Reservoir Wealth Management?

Principal-level decision-making authority at Reservoir Wealth Management has not been publicly disclosed. The firm operates as a boutique wealth management practice based in Lima, Ohio, and advisory personnel are not separately identified in regulatory filings or on the firm's public-facing materials.

### What is Reservoir's investment approach for private clients?

Reservoir constructs portfolios across equities and fixed income, with allocation driven by individual client circumstances rather than a centralized model portfolio. The firm operates as a fee-based registered investment adviser, which means its compensation is tied to assets under management or fixed retainer fees, not commissions.

### Does Reservoir Wealth Management serve institutional investors?

There is no public record of Reservoir serving institutional investors such as pensions, endowments, or foundations. The firm's disclosed client base consists of individuals, high-net-worth individuals, and businesses in northwestern Ohio.

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Last updated: 2026-06-03T20:00:00.000Z

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