Overview
Assets Under Management: $181 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
CONTINUITY WEALTH MANAGEMENT, CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111010), CONTINUITY WEALTH MANAGEMENT, CORP. is subject to fiduciary duty under federal law.
CONTINUITY WEALTH MANAGEMENT, CORP. is headquartered in PORTLAND, OR.
CONTINUITY WEALTH MANAGEMENT, CORP. serves 51 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, CONTINUITY WEALTH MANAGEMENT, CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CONTINUITY WEALTH MANAGEMENT, CORP. manages $181 million in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, CONTINUITY WEALTH MANAGEMENT, CORP. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 537
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 111010
Last Filing Date: 2025-01-28 00:00:00
Website: https://continuitywm.com