Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC is an SEC-registered wealth manager in Saratoga Springs, NY with $345.6M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Continuum Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152895, SEC 801-71245, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $345.6M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Saratoga Springs, NY
- Employees
- 7
- Clients
- 328
- CRD
- 152895
- Ownership
- RATH, DAVID, JONATHAN; SMITH, TIMOTHY, MICHAEL; HENRY, JENNIFER, LINDSAY
How much AUM does Continuum Wealth Advisors, LLC have?
Continuum Wealth Advisors, LLC reported $345.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Continuum Wealth Advisors, LLC?
Disclosed owners and executives of Continuum Wealth Advisors, LLC include RATH, DAVID, JONATHAN, SMITH, TIMOTHY, MICHAEL, HENRY, JENNIFER, LINDSAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.