COLUMBUS STREET WEALTH MANAGEMENT, LLC

COLUMBUS STREET WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 301788). Regulatory assets under management: $144.5M.

Registration

• CRD: 301788
• SEC file number: 801-136222
• Type: Registered investment adviser
• Phone: 614-662-4250
• Latest filing: 2026-07-27
• Regulatory AUM: $144.5M
• Discretionary AUM: $127.7M
• Non-discretionary AUM: $16.8M
• Clients: 1
• Accounts: 391

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301788 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search