Continuity Wealth Management, Corp.
Continuity Wealth Management, Corp. is an SEC-registered mass-market adviser in Portland, OR with $214.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Continuity Wealth Management, Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111010, SEC 801-60320, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $214.3M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 4
- Clients
- 270
- CRD
- 111010
- Ownership
- OWEN, RUSSELL, EARL; ROCKS, PAUL, THOMAS; Curtiss, Justin, James; Curtiss, Anna, Irene
How much AUM does Continuity Wealth Management, Corp. have?
Continuity Wealth Management, Corp. reported $214.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Continuity Wealth Management, Corp.?
Disclosed owners and executives of Continuity Wealth Management, Corp. include OWEN, RUSSELL, EARL, ROCKS, PAUL, THOMAS, Curtiss, Justin, James, Curtiss, Anna, Irene. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.