CONTINUITY WEALTH MANAGEMENT, CORP.

CRD 111010 · SEC 801-60320

Visit website

3605 SW MULTNOMAH BLVD., PORTLAND, OR, 97219, United States

Phone

503-244-8905

Fax

503-863-5963

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$214.3M

Discretionary AUM

$212.2M

Team

4 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	191	$55.6M
High net worth individuals	79	$153.5M

States served

OR, WA, TX

All web addresses on file

https://www.linkedin.com/company/continuitywm
https://www.continuitywm.com

Official SEC filing: View on IAPD