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Building 2COLUMBUS STREET WEALTH MANAGEMENT, LLC

Map pin
Phone614-662-4250
NotebookSEC #801-136222
Total AUM
$144.5M
Employees
1
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
614-662-4250
Other Offices
1

ReceiptFinancials

Total AUM
$144.5M
Accounts
391
Discretionary
$127.7M
Accounts
365
Non-Discretionary
$16.8M
Accounts
26

ContactClients

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Individual Clients
44
AUM
$20.7M
HNW Individual Clients
38
AUM
$119.6M
Charitable Organization Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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