RIA Intel›Advisers›Virginia›CONTINUUM WEALTH STRATEGIES, LLC

CONTINUUM WEALTH STRATEGIES, LLC

Advisory

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$2M

across 14 accounts

AUM per adviser

$26M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$26M

Discretionary %

100%

Clients

14

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$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, VA

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

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

VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

NORFOLK, VA

$26M

INSIGHT FINANCIAL, INC.

$26M

T/R FINANCIAL MANAGEMENT GROUP, LLC

$26M

SBM FINANCIAL, LLC

VIENNA, VA

$26M

-5.8% 1Y

INVESTMENT INITIATIVES, LLC

$26M

NICOLETTE FINANCIAL ADVISORS LLC

$26M

Get the full picture on CONTINUUM WEALTH STRATEGIES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CONTINUUM WEALTH STRATEGIES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans