RIA Intel›Advisers›California›CONTINUUM FINANCIAL PARTNERS, LLC

CONTINUUM FINANCIAL PARTNERS, LLC

Advisory

EL DORADO HILLS, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#4,140
of 5,480 advisers by AUM
Average account
$400K
across 61 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DAE CAPITAL STRATEGIES LLC
$24M
ZARKOUB, AFSHIN
$24M
BMA ADVISORS, LLC
$24M
0.0% 1Y
4405 LLC
$24M
US CAPITAL GLOBAL WEALTH MANAGEMENT LLC
SAN FRANCISCO, CA
$25M
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
SAN JOSE, CA
$25M

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