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COLUMBUS STREET WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$144,549,263
Discretionary
$127,711,411
Non-discretionary
$16,837,852

Firm details

CRD number
301788
SEC file number
801-136222
Main office
DUBLIN, OH, United States
Employees
1
SEC status
Approved
Fee structure
Hourly Fixed fees

As of November 2026.