← Tributary

RESERVOIR WEALTH MANAGEMENT

LIMA, OH · CRD 293131 · IAPD ↗ · reservwealth.com · 567-289-2100

$208.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — RESERVOIR WEALTH MANAGEMENT now reports custody of client assets ($72.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.