Columbus Street Wealth Management, LLC
● SEC registered since 2026CRD 301788SEC# 801-136222Dublin, OH
Reg. AUM
$144.5M
Employees
1
Accounts
391
Location
Dublin, OH
Columbus Street Wealth Management, LLC assets under management
Columbus Street Wealth Management, LLC is an SEC-registered investment adviser based in Dublin, OH. The firm has been registered since 2026. It reports $144.5 million in regulatory assets under management and employs 1 people.
Columbus Street Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Richard Ballinger Control | Managing Member And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Columbus Street Wealth Management, LLC manage?
Columbus Street Wealth Management, LLC reports $144.5 million in regulatory assets under management on its Form ADV.
How many employees does Columbus Street Wealth Management, LLC have?
Columbus Street Wealth Management, LLC reports 1 employees.
Where is Columbus Street Wealth Management, LLC located?
Columbus Street Wealth Management, LLC is based in Dublin, OH and has been SEC-registered since 2026.
Does Columbus Street Wealth Management, LLC disclose fund performance?
Columbus Street Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5650 Blazer Parkway, Dublin, OH 43017 |
| Phone | 614-662-4250 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.5MNo change
Apr '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$144.5Mregulatory AUM
Discretionary $127.7MNon-discretionary $16.8M