Continuum Wealth Management, LLC

Overview

Continuum Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on individuals, families and small-business owners. The firm combines financial planning with discretionary portfolio management, charging a mix of percentage-of-AUM and fixed fees. Its practice leans toward using pooled public funds and mutual funds as the core building blocks of client portfolios, with discretionary authority applied across the majority of assets. The firm is not positioned as an in-house capital allocator — instead it sources external managers where appropriate — and it does not emphasize ESG investing. Continuum structures advice around client-level planning and portfolio construction rather than institutional consulting or pension work.

Assets & Accounts

Investments & Alternatives

Location & Offices