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Reservoir Wealth Management CRD 293131
$209M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2100 Lost Creek Boulevard, Lima, OH 45804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reservoir Wealth Management | Lima | OH | 01/2019 | Present |
| Magnam Truck & Equipment | Lima | OH | 02/2006 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
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