CONTINUUM FINANCIAL PARTNERS, LLC

CONTINUUM FINANCIAL PARTNERS, LLC of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 165694). Regulatory assets under management: $24.4M.

Registration

• CRD: 165694
• Type: Registered investment adviser
• Location: 5000 WINDPLAY DRIVE, EL DORADO HILLS, CA, 95762
• Phone: 916-934-0439
• Latest filing: 2026-03-30
• Regulatory AUM: $24.4M
• Discretionary AUM: $24.4M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165694 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search