Columbus Street Wealth Management, LLC
Columbus Street Wealth Management, LLC is an SEC-registered wealth manager with $144.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Columbus Street Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301788, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $144.5M (2026-04-09)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 82
- CRD
- 301788
- Ownership
- BALLINGER, SHAWN, RICHARD
How much AUM does Columbus Street Wealth Management, LLC have?
Columbus Street Wealth Management, LLC reported $144.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Columbus Street Wealth Management, LLC?
Disclosed owners and executives of Columbus Street Wealth Management, LLC include BALLINGER, SHAWN, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.