CONTINUUM WEALTH ADVISORS, LLC

SARATOGA SPRINGS, New York·3 registered advisors·CRD# 152895
SEC# 801-712451518-583-4050
01

Firm Overview

AUM
$207M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CONTINUUM WEALTH ADVISORS, LLC

3 registered advisors
David Jonathan Rath
SARATOGA SPRINGS, New York
Jennifer Lindsay Henry
SARATOGA SPRINGS, New York
Timothy Michael Smith
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
3 advisors

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Data sourced from SEC Form ADV filings. CONTINUUM WEALTH ADVISORS, LLC (CRD# 152895) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.