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| Keyboard |
| Columbus Street Wealth Management LLC
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|
|---|---|
| CRD # | 301788 |
| SEC # | 801-136222 |
| CIK # | |
| AUM | 144.5 M (2026-04-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 614-662-4250 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 20.7 |
| (b) Individuals (high net worth individuals) | 38 | 119.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 144.5 |
| By Discretionary | ||
| Discretionary | 365 | 127.7 |
| Non-Discretionary | 26 | 16.8 |
| Total | 391 | 144.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.5 | |
| Total | 391 | 144.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vision Capital Management Corporation
✚
|
144.8 M | |
|
Wulff Hansen & Co
✚
|
CA | 144.8 M |
|
Trailwise Financial Partners LLC
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CO | 144.8 M |
|
Knox Avenue Financial Corp
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|
EGSI Investment Management Inc
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OH | 144.7 M |
|
Davis Financial Management Inc
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KS | 144.6 M |
|
Sterling Financial Advisors LLC
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|
144.6 M | |
|
Glover Park Wealth Management LLC
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|
VA | 144.3 M |
|
Blue Anchor Wealth Advisors LLC
✚
|
AK | 144.2 M |
|
Shelter Wealth Strategies LLC
✚
|
TX | 144.1 M |