Columbus Street Wealth Management, LLC

RIASEC & State Registered

Total AUM

$145M

Discretionary

$128M

88% of AUM

Avg account

$370K

Accounts

391

Employees

Advisory reps

Firm details

Headquarters: Dublin, Ohio
CRD number: 301788
Registered since: May 12, 2026
Website: columbusstreetfin.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI82.72%
Individuals14.33%
Charitable Organizations2.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Columbus Street Wealth Management, LLC is an independent, Ohio-based registered investment adviser that began SEC registration in 2026. The firm is organized as an LLC and is owned by an individual principal. Its client focus is individuals and families, and it positions itself as a capital allocator that both constructs portfolios and selects outside managers when appropriate. Core services include financial planning and portfolio management for individuals, small businesses and institutions, along with manager selection. The firm charges fixed fees and hourly fees rather than percentage-only advisory fees and does not identify as an active ESG investor.