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Multi-Family OfficeRIA · CRD 301788SEC-Registered

Updated:

Columbus Street Wealth Management

COLUMBUS STREET WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser since 2026. The firm manages $145 million in assets, $128 million on a...

Overview

COLUMBUS STREET WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser since 2026. The firm manages $145 million in assets, $128 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Which sectors does Columbus Street Wealth Management explicitly avoid?

No sector exclusion policies have been publicly disclosed by Columbus Street Wealth Management. The firm does not publish negative screens or ESG-related restrictions.

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