# CONTINUITY WEALTH MANAGEMENT, CORP.

CONTINUITY WEALTH MANAGEMENT, CORP. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 111010
- Type: SEC-registered investment adviser
- SEC file number: 801-60320
- Location: 3605 SW MULTNOMAH BLVD., PORTLAND, OR, 97219
- Phone: 503-244-8905
- Latest filing: 2026-03-17
- Regulatory AUM: $214.3M
- Discretionary AUM: $212.2M
- Non-discretionary AUM: $2.2M
- Clients: 4
- Accounts: 613

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Justin James Curtiss | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| OWEN RUSSELL EARL | CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT | — |
| ROCKS PAUL THOMAS | SECRETARY/TREASURER | — |
| Curtiss Justin James | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Anna Irene Curtiss | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111010/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111010/similar
- Related entities: https://search.stillhousedata.com/firm/111010/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111010

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.