| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Richard Ballinger Control | Managing Member And Chief Compliance Officer | Over 75% | 2019 |
Columbus Street Wealth Management, LLC reports $144.5 million in regulatory assets under management on its Form ADV.
Columbus Street Wealth Management, LLC reports 1 employees.
Columbus Street Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 614-662-4250 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $127.7M |
| Non-discretionary | $16.8M |
| Total (RAUM) | $144.5M |