RIA Intel›Advisers›Ohio›EFS WEALTH MANAGEMENT LLC

EFS WEALTH MANAGEMENT LLC

Advisory

COLUMBUS, OH

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$109K

across 179 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

110 clients

1 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.

WOODS, THEOPHILOUS HENRY

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GRUBB WEALTH MANAGEMENT LLC

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GARTNER, NEIL

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ACCESS WEALTH GROUP, LLC

DUBLIN, OH

$20M

LANDFALL FINANCIAL ADVISORS, INC.

$20M

SOLIDO FINANCIAL LLC

$19M

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