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WESTERN RESERVE WEALTH MANAGEMENT LLC

Advisory

TX

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in TX
#1,833
of 2,813 advisers by AUM
Average account
$796K
across 53 accounts
AUM per adviser
$42M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$42M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$42M
Discretionary AUM$40M
Non-Discretionary AUM$2M
Discretionary %95.3%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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