# Columbus Street Wealth Management

Columbus Street Wealth Management is a Multi Family Office based in Chicago, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/columbus-street-financial-planning

## Regulatory record

- **CRD number:** 301788
- **SEC file number:** 801-136222
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301788

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## 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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- [RIO FINANCIAL PLANNING](https://altss.com/profile/rio-financial-planning)
- [GAOTENG GLOBAL ASSET MANAGEMENT LIMITED](https://altss.com/profile/gaoteng-global-asset-management-limited)

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Last updated: 2026-07-06T01:24:14.351Z

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