COLUMBUS STREET WEALTH MANAGEMENT, LLC

CRD 301788File 801-136222

APPROVED

Retail clients

Filing as of Sep 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$144.5M

Bottom 25% of cohort (national)

Discretionary AUM

$127.7M

Non-discretionary $16.8M

Clients

391 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 12, 2026
Principal office: 5650 BLAZER PARKWAY, DUBLIN, OH, 43017
Phone: 614-662-4250
Website: HTTPS://WWW.COLUMBUSSTREETFIN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $144.5M
Discretionary AUM: $127.7M
Non-discretionary AUM: $16.8M
Discretionary accounts: 365
Non-discretionary accounts: 26
Total accounts: 391
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.3M
High net worth individuals	38	$119.6M
Individuals (other than high net worth individuals)	44	$20.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Jun 1, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COLUMBUS STREET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBUS STREET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.