Reservoir Wealth Management

$208.8MAssets under management
as of Feb 2026 · SEC Form ADV
Lima, OH
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Tech stack

No one at Reservoir Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $113M held · filed Feb 2024
American Funds Distributors, Inc.
Per Form ADV · $38M held · filed Feb 2024