Western Reserve Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,500,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$1,362,069
About
Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), employer-sponsored retirement plans, and business entities. The firm’s investment offerings also include insurance products and annuities and it primarily implements asset-allocation–based strategies using mutual funds, ETFs and fixed income securities.
The firm documents client goals and constraints in individualized Investment Policy Statements and employs a mix of fundamental analysis, modern portfolio theory, quantitative and technical methods to construct long- and short-term portfolios under discretionary authority. Accounts are reviewed at least annually and the firm affirms fiduciary obligations when advising retirement accounts.
A distinctive feature disclosed in the brochure is that the firm’s principals are licensed insurance agents, which creates potential conflicts when insurance or annuity products are recommended; the firm states it mitigates this through disclosure and periodic reviews. The firm also offers pension consulting for 401(k) and similar plans—a service not commonly provided by peers—and requires clients to custody assets at a designated institutional custodian while not aggregating trades for multiple client accounts, both of which can affect trade execution and access to custodian research and services.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Fee options
Financial planning fixed fees between $500 and $5,000.
$0 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.60%
$250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Fixed fees between $500 and $5,000 for financial planning; $250/hour for hourly financial planning services.
Main office location
Western Reserve Wealth Management LLC
Mineral Wells TX, United States
Number of offices
2
Most active in
Western Reserve Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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