CONTINUUM WEALTH MANAGEMENT, LLC

CONTINUUM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 148844). Regulatory assets under management: $45.5M.

Registration

• CRD: 148844
• Type: Registered investment adviser
• Phone: 480-296-2066
• Latest filing: 2026-03-16
• Regulatory AUM: $45.5M
• Discretionary AUM: $45.5M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148844 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search