| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jonathan Rath Control | Partner And Chief Investment Officer | 10-25% | 2023 |
| Jennifer Lindsay Henry Control | Vice President, Advisory Services And Chief Compliance Officer | Under 5% | 2024 |
| Timothy Michael Smith Control | Managing Partner And Chief Executive Officer | Over 75% | 2010 |
Continuum Wealth Advisors, LLC reports $254.3 million in regulatory assets under management on its Form ADV.
Continuum Wealth Advisors, LLC reports 5 employees.
Continuum Wealth Advisors, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2010.
Continuum Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18 Division St., Suite 207b, Saratoga Springs, NY 12866 |
| Phone | 518-583-4050 |
| Fax | 518-587-5303 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $247.7M |
| Non-discretionary | $6.6M |
| Total (RAUM) | $254.3M |