Columbus Street Wealth Management, LLC

Overview

Columbus Street Wealth Management, LLC is an independent registered investment adviser that focuses on serving individuals and families, along with small businesses and select institutional clients. The firm operates primarily as a planner and portfolio manager, offering both discretionary and non‑discretionary strategies while also acting as a capital allocator — selecting third‑party managers when a client’s needs warrant specialized exposure. Its advisory offering emphasizes financial planning paired with portfolio management for households and business clients. Fee arrangements are not AUM‑based; the firm uses hourly and fixed‑fee engagement models. Investment construction leans heavily toward publicly traded pooled vehicles and separately managed strategies, with a substantive allocation to external alternative managers where appropriate. Columbus Street is not an active ESG investor and is organized as a single‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices