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Continuity Wealth Management, Corp.

● SEC registered since 2001CRD 111010SEC# 801-60320Portland, OR
Export (members)
Reg. AUM
$214.3M
Employees
4
Accounts
613
Location
Portland, OR

Continuity Wealth Management, Corp. assets under management

Continuity Wealth Management, Corp. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2001. It reports $214.3 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/continuitywmView on SEC.gov ↗

Continuity Wealth Management, Corp. owners & executives

2 reported
NameTitleOwnershipSince
Anna Irene Curtiss ControlChief Compliance OfficerUnder 5%2026
Justin James Curtiss ControlPresidentOver 75%2023

Frequently asked questions

How much does Continuity Wealth Management, Corp. manage?

Continuity Wealth Management, Corp. reports $214.3 million in regulatory assets under management on its Form ADV.

How many employees does Continuity Wealth Management, Corp. have?

Continuity Wealth Management, Corp. reports 4 employees.

Where is Continuity Wealth Management, Corp. located?

Continuity Wealth Management, Corp. is based in Portland, OR and has been SEC-registered since 2001.

Does Continuity Wealth Management, Corp. disclose fund performance?

Continuity Wealth Management, Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3605 SW Multnomah Blvd., Portland, OR 97219
Phone503-244-8905
Fax503-863-5963
Office hours9:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2025266
Discloses disciplinary historyNo

Assets under management

Discretionary$212.2M
Non-discretionary$2.2M
Total (RAUM)$214.3M