EFS WEALTH MANAGEMENT LLC

EFS WEALTH MANAGEMENT LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 314709). Regulatory assets under management: $19.5M.

Registration

• CRD: 314709
• Type: Registered investment adviser
• Location: 4182 WORTH AVE, COLUMBUS, OH, 43219
• Phone: 614.536.0222
• Latest filing: 2026-04-24
• Regulatory AUM: $19.5M
• Discretionary AUM: $19.5M
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search