# Columbus Street Wealth Management, LLC: new SEC registration, $145M AUM, Dublin, OH

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Columbus Street Wealth Management, LLC |
| Legal name | Columbus Street Wealth Management, LLC |
| CRD | 301788 |
| Status | Approved |
| Registered with the SEC | 2026-05-12 |
| Latest Form ADV filing | 2026-09-28 |
| Location | Dublin, OH, United States |
| Regulatory AUM | $144,549,263 |
| Accounts | 391 |
| Employees | 1 |
| Website | HTTPS://WWW.COLUMBUSSTREETFIN.COM |

## Why this score
- $145M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/301788). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.