Overview
Assets Under Management: $145 million
High-Net-Worth Clients: 38
Average Client Assets: $3.1 million
Frequently Asked Questions
COLUMBUS STREET WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301788), COLUMBUS STREET WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COLUMBUS STREET WEALTH MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated April 09, 2026. View client details ↓
According to their SEC Form ADV, COLUMBUS STREET WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COLUMBUS STREET WEALTH MANAGEMENT, LLC manages $145 million in client assets according to their SEC filing dated April 09, 2026.
According to their SEC Form ADV, COLUMBUS STREET WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.72%
Average Client Assets: $3.1 million
Total Client Accounts: 391
Discretionary Accounts: 365
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 301788
Filing ID: 2092747
Last Filing Date: 2026-04-09 09:51:28