Columbus Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

825 N 4th St Unit 403, Columbus, Ohio, 4...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Columbus Wealth Management

Columbus Wealth Management is a fee-only financial planning firm based in Columbus, Ohio, specializing in investments, retirement, and tax strategies. The firm operates as fiduciaries, ensuring that clients' interests are prioritized at all times. They serve a diverse clientele across the nation, distinguishing themselves from typical financial advisors. Their services include personalized financial advice and wealth management solutions tailored to individual needs.Explore more
Columbus Wealth Management's Social MediaPopular SearchesColumbus Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Columbus Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Columbus Wealth Managemen...

<$5M
1-10
Private
-
2021
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
<$5M
1-10
Private
-
2009
Patricia Shaffer, Founder & Chief Marketing Officer at Shaffer Capital
Patricia ShafferFounder & Chief Marketing Officer
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Columbus Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Columbus Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Columbus Wealth Management.

Columbus Wealth Management Tech Stack

A closer look at the technologies used by Columbus Wealth Management

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Frequently Asked Questions Regarding Columbus Wealth Management

What is Columbus Wealth Management's official website?
Columbus Wealth Management's official website is www.cbuswm.com
What is Columbus Wealth Management's Revenue?
Columbus Wealth Management's revenue is <$5 Million
What is Columbus Wealth Management's SIC code?
Columbus Wealth Management's SIC: 62,628
What is Columbus Wealth Management's NAICS code?
Columbus Wealth Management's NAICS: 52,523
How many employees does Columbus Wealth Management have?
Columbus Wealth Management has 1-10 employees
What industry does Columbus Wealth Management belong to?
Columbus Wealth Management is in the industry of: Finance, Securities Trading
What is Columbus Wealth Management competition?
Columbus Wealth Management top competitors include: Trinity Wealth Management, Wealth Preservation Planning, Shaffer Capital, Lipscomb Investment Group
What technology does Columbus Wealth Management use?
Some of the popular technologies that Columbus Wealth Management uses are: Sentry, Microsoft 365, WixStores, Google Tag Manager
What does Columbus Wealth Management do?

Columbus Wealth Management is a fee-only financial planning firm based in Columbus, Ohio, specializing in investments, retirement, and tax strategies. The firm operates as fiduciaries, ensuring that clients' interests are prioritized at all times. They serve a diverse clientele across the nation, distinguishing themselves from typical financial adv... isors. Their services include personalized financial advice and wealth management solutions tailored to individual needs.Read More

What are Columbus Wealth Management social media links?
Columbus Wealth Management Linkedin page
Is Columbus Wealth Management a public company?
Columbus Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Columbus Wealth Management

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