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|
| Keyboard |
| Continuity Wealth Management Corp
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|
|---|---|
| CRD # | 111010 |
| SEC # | 801-60320 |
| CIK # | 0002025266 |
| AUM | 214.3 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 503-244-8905 |
| Address | 3605 SW Multnomah Blvd Portland, OR 97219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 55.6 |
| (b) Individuals (high net worth individuals) | 79 | 153.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 613 | 214.3 |
| By Discretionary | ||
| Discretionary | 609 | 212.2 |
| Non-Discretionary | 4 | 2.2 |
| Total | 613 | 214.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.3 | |
| Total | 613 | 214.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ginsler Wealth Management Inc
✚
|
215.5 M | |
|
Providence Financial and Insurance Services Inc
✚
|
CA | 215.0 M |
|
Caitlin John LLC
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|
MI | 214.9 M |
|
Eastsound Capital Advisors LLC
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|
214.6 M | |
|
Boomfish Wealth Group LLC
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|
GA | 214.4 M |
|
4Thought Financial Group Inc
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|
NY | 214.3 M |
|
IFS Advisors LLC
✚
|
KS | 213.8 M |
|
A4 Wealth Advisors LLC
✚
|
NC | 213.7 M |
|
Elite Income Advisors Inc
✚
|
MD | 213.4 M |
|
AO Wealth Advisory LLC
✚
|
IA | 213.2 M |