RIA Intel›Advisers›Ohio›COLUMBUS WEALTH MANAGEMENT LLC

COLUMBUS WEALTH MANAGEMENT LLC

Advisory

DUBLIN, OH

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$302K

across 119 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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PRINCETON CENTER PLANNING AND INVESTMENTS, LLC

$36M

STERLING PRIVATE INVESTMENTS INC

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$36M

ICG ADVISORS, LLC

$37M

CCM MANAGEMENT AND RESEARCH, INC.

$37M

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