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COLUMBUS WEALTH MANAGEMENT
COLUMBUS WEALTH MANAGEMENT LLC
CRD 317480
6605 LONGSHORE STREET, SUITE 240 #190, DUBLIN, OH, 43017, United States
Phone
937-776-5494
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $8.7M |
| High net worth individuals | 15 | $27.3M |
All web addresses on file
Official SEC filing: View on IAPD