COLUMBUS WEALTH MANAGEMENT

COLUMBUS WEALTH MANAGEMENT of DUBLIN, OH is an SEC-registered investment adviser (CRD 317480). Regulatory assets under management: $36.0M.

Registration

• CRD: 317480
• Type: Registered investment adviser
• Location: 6605 LONGSHORE STREET, DUBLIN, OH, 43017
• Phone: 937-776-5494
• Latest filing: 2026-03-02
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 2
• Accounts: 119

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317480 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search