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COLUMBUS STREET WEALTH MANAGEMENT, LLC

DUBLIN, OH · CRD 301788 · IAPD ↗ · columbusstreetfin.com · 614-662-4250

$144.5MRegulatory AUM
1Advisory reps
1Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — COLUMBUS STREET WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $144.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.