# CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH ADVISORS, LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 152895
- Type: SEC-registered investment adviser
- SEC file number: 801-71245
- Location: 18 DIVISION ST., SUITE 207B, SARATOGA SPRINGS, NY, 12866
- Phone: 518-583-4050
- Latest filing: 2026-07-15
- Regulatory AUM: $345.6M
- Discretionary AUM: $337.6M
- Non-discretionary AUM: $8.0M
- Clients: 7
- Accounts: 872

## Business model

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

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152895/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152895/similar
- Related entities: https://search.stillhousedata.com/firm/152895/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152895

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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.