CONTINUITY WEALTH MANAGEMENT, CORP.

RIASEC RegisteredEst. 2001

Total AUM

$214M

Discretionary

$212M

99% of AUM

Avg account

$350K

Accounts

613

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 111010
Registered since: June 1, 2001
Website: www.srmadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI71.6%
Individuals25.93%
Corporations / Businesses2.43%
Pension & Profit Sharing Plans0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Continuity Wealth Management, Corp. is an independent, individually owned registered investment adviser that has operated since 2001 and manages capital for individuals and families on a fee‑based percentage of AUM model. The firm acts as a capital allocator and emphasizes discretionary portfolio management and financial planning for individuals, small businesses and institutions. Its advisory services extend to pension consulting, selecting other advisers and running educational seminars and workshops. Continuity identifies primarily with conventional public fund strategies rather than ESG or specialty thematic mandates; it is not flagged as an active ESG investor.