# Columbus Wealth Management

> Columbus Wealth Management is a state-registered investment advisory firm in Dublin, OH, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 317480
- Filed as: COLUMBUS WEALTH MANAGEMENT
- Legal name: Columbus Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317480
- AdvisorCensus page: https://advisorcensus.com/firm/columbus-wealth-management-dublin-oh-317480

## Quick answers

**How is Columbus Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Columbus Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Columbus Wealth Management located?**
Columbus Wealth Management's principal office is in Dublin, OH, according to its Form ADV.

**Is Columbus Wealth Management registered with the SEC or a state?**
Columbus Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317480.

**How much does Columbus Wealth Management manage?**
Columbus Wealth Management reports $35,964,715 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Columbus Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (15).

**Does Columbus Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317480

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $35,964,715
- Discretionary: $35,964,715
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $8,658,447 |
| High net worth individuals | 15 | $27,306,268 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cbuswm.com
- Facebook @CBUSWM
- Instagram @columbuswealthmanagement
- LinkedIn @cbuswm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbus Wealth Management (CRD 317480): Form ADV filing data as of October 2026.