COLUMBUS WEALTH MANAGEMENT

Overview

Columbus Wealth Management is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, including small-business owners. Its fee schedule is flexible and includes a percentage-of-AUM fee, hourly billing and fixed-fee engagements. Columbus Wealth Management does not position itself as a capital allocator and is not active on ESG mandates. The firm’s typical manager allocation tilts toward pooled public funds rather than bespoke alternative strategies or concentrated single-stock positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices