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David Jonathan Rath

Partner And Chief Investment OfficerContinuum Wealth Advisors, LLCCRD 5058213

About David Jonathan Rath

David Jonathan Rath is listed as Partner And Chief Investment Officer at Continuum Wealth Advisors, LLC in Saratoga Springs, NY. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Continuum Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Jonathan Rath work?

David Jonathan Rath is listed as Partner And Chief Investment Officer at Continuum Wealth Advisors, LLC on SEC Form ADV.

How much of Continuum Wealth Advisors, LLC does David Jonathan Rath own?

Form ADV reports a beneficial ownership band of 10-25%.

Continuum Wealth Advisors, LLC

TitlePartner And Chief Investment Officer
Ownership10-25%
Control personYes
Since2023
View Continuum Wealth Advisors, LLC →