Overview
Assets Under Management: $254 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
CONTINUUM WEALTH ADVISORS, LLC 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 #152895), CONTINUUM WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CONTINUUM WEALTH ADVISORS, LLC is headquartered in SARATOGA SPRINGS, NY.
CONTINUUM WEALTH ADVISORS, LLC serves 71 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, CONTINUUM WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CONTINUUM WEALTH ADVISORS, LLC manages $254 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, CONTINUUM WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 807
Discretionary Accounts: 805
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152895
Last Filing Date: 2025-02-13 00:00:00
Website: https://contwealth.com