Multi-Family OfficeRIA · CRD 314709

Updated:

EFS WEALTH MANAGEMENT LLC

EFS Wealth Management LLC is a state-registered investment adviser in Columbus, OH. The firm manages approximately $19 million in regulatory assets.

EFS WEALTH MANAGEMENT LLC

EFS Wealth Management LLC is a state-registered investment adviser in Columbus, OH. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What is EFS WEALTH MANAGEMENT LLC?

EFS WEALTH MANAGEMENT LLC is a multi family office tracked on Altss.

What does Altss track for EFS WEALTH MANAGEMENT LLC?

Altss maintains an OSINT-verified profile of EFS WEALTH MANAGEMENT LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is EFS WEALTH MANAGEMENT LLC?

EFS WEALTH MANAGEMENT LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on EFS WEALTH MANAGEMENT LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was EFS WEALTH MANAGEMENT LLC's Altss profile last updated?

EFS WEALTH MANAGEMENT LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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