Reservoir Retirement Management, Llc
- Regulatory AUM
- $209M
- Discretionary
- $179M
- Clients
- 460
- Avg AUM / client
- $454K
- Accounts
- 887
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 357 | $61.0M | 29.2% |
| High net worth individuals | 81 | $109M | 52.4% |
| Pension and profit sharing plans | 8 | $30.2M | 14.5% |
| Corporations and other businesses | 14 | $8.2M | 3.93% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared Thomas Walsh | Managing Partner, Cco | CFP | Jan 2005 (22y) | 75% or more |
| Shawn C Goetz | Registered representative | Dec 2019 (7y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • TAX PREPARATION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $161M (77% of AUM) Feb 2026
- Capital Group $47.7M (23% of AUM) Feb 2026
- American Funds Distributors, Inc. $38.3M (25% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗