CWM Portal
Columbus Wealth Management Finance
Columbus Wealth Management Client Portal
- Downloads
- 34+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 18
- 2026 · v5.23.0
Screenshots
About CWM Portal
This app allows you to view your complete financial picture with Columbus Wealth Management. Your Financial Plan, Net Worth, Performance Data, Document Vault and more are all conveniently located in this app. Located in Columbus, Ohio, Columbus Wealth Management was built with industry-leading technology and provides full Financial Planning and Portfolio Management services to clients across the country. If you are not a current client, but are interested in the services we provide, please read more on our website at www.cbuswm.com.
What’s new
Version 5.23.0 · Updated July 18, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
Alternatives to CWM Portal
Looking for apps like CWM Portal? Here are 6 similar Android apps on Google Play. The highest rated is Pokerist x Toffee Loyalty Card (4.5/5), and all 6 are free to download.
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| CWM Portal | – | Free | 10+ | Jul 18, 2026 | |
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