Continuum Wealth Advisors, LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 152895
- Registered since
- April 7, 2010
- Website
- contwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.51%
- Individuals24.17%
- Pension & Profit Sharing Plans2.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Continuum Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2010. The firm serves primarily individual and family clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. Continuum does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$408M in ETFs
50%
$206M
31%
$202M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $44M | 343,312 | 10.78% |
Location
Saratoga Springs, NY
Saratoga
Location
Saratoga Springs, NY
Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 18 Division St
- Time zone
- ET (UTC-5)
- Office locations
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