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CONTINUUM WEALTH ADVISORS, LLC
CRD 152895 · SEC 801-71245
18 DIVISION ST., SUITE 207B, SARATOGA SPRINGS, NY, 12866, United States
Phone
518-583-4050
Fax
518-587-5303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$345.6M
Discretionary AUM
$337.6M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $83.5M |
| High net worth individuals | 104 | $254.0M |
States served
NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD