RIA Intel›Advisers›New York›CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH ADVISORS, LLC

Advisory

N·SARATOGA SPRINGS, NY

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM
$346M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.2%
Employees
5
Assets Under Management
Total AUM$346M
Discretionary AUM$338M
Non-Discretionary AUM$8M
Discretionary %97.7%
Total Clients315
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingMar 15, 2010
Latest FilingJul 15, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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