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COLUMBUS STREET WEALTH MANAGEMENT, LLC

CRD 301788 · SEC 801-136222

Visit website

OH, United States

Phone

614-662-4250

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$144.5M

Discretionary AUM

$127.7M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals44$20.7M
High net worth individuals38$119.6M

States served

OH, TX

All web addresses on file

Official SEC filing: View on IAPD