CONTINUUM WEALTH STRATEGIES, LLC

CONTINUUM WEALTH STRATEGIES, LLC is an SEC-registered investment adviser (CRD 169324). Regulatory assets under management: $26.3M.

Registration

• CRD: 169324
• Type: Registered investment adviser
• Phone: 310-897-7971
• Latest filing: 2026-02-25
• Regulatory AUM: $26.3M
• Discretionary AUM: $26.3M
• Clients: 1
• Accounts: 14

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 169324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search