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COLUMBUS WEALTH MANAGEMENT

COLUMBUS WEALTH MANAGEMENT LLC

CRD 317480

Visit website

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

TypeClientsAUM
Individuals19$8.7M
High net worth individuals15$27.3M

All web addresses on file

Official SEC filing: View on IAPD