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EFS WEALTH MANAGEMENT LLC
CRD 314709
4182 WORTH AVE, COLUMBUS, OH, 43219, United States
Phone
614.536.0222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.5M
Discretionary AUM
$19.5M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $17.1M |
| High net worth individuals | 1 | $2.4M |
Official SEC filing: View on IAPD