RIA Intel›Advisers›Arizona›CONTINUUM WEALTH MANAGEMENT, LLC

CONTINUUM WEALTH MANAGEMENT, LLC

Advisory

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$451K

across 101 accounts

AUM per adviser

$46M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$46M

Discretionary %

100%

Clients

21

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$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

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

VICTORY WEALTH SERVICES, LLC

PRESCOTT, AZ

$45M

INVEST SMART USA, INC.

SCOTTSDALE, AZ

$45M

TRENDSTAT CAPITAL MANAGEMENT INC.

SCOTTSDALE, AZ

$45M

+169.6% 1Y

WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ

$46M

DOGWOOD CAPITAL MANAGEMENT, INC.

PRESCOTT, AZ

$46M

-28.1% 1Y

GREEN PEAKS PLANNING LLC

$46M

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