CONTINUUM WEALTH ADVISORS, LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 152895). Regulatory assets under management: $345.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jennifer Lindsay Henry | VICE PRESIDENT, ADVISORY SERVICES AND CHIEF COMPLIANCE OFFICER | — |
| Timothy Michael Smith | MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER | — |
| David Jonathan Rath | PARTNER AND CHIEF INVESTMENT OFFICER | — |
| SMITH MATTHEW MICHAEL | CEO / CHIEF COMPLIANCE OFFICER; CEO / CHIEF COMPLIANCE OFFICER / MEMBER; CEO / MEMBER (+1 more) | — |
| RATH DAVID JONATHAN | CHIEF INVESTMENT OFFICER | — |
| HENRY JENNIFER LINDSAY | CHIEF COMPLIANCE OFFICER | — |