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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Continuum Wealth Advisors LLC
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|---|---|
| CRD # | 152895 |
| SEC # | 801-71245 |
| CIK # | 0001966482 |
| AUM | $254.3 M (2025-02-13) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 518-583-4050 |
| Address | 18 Division St Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 14.9 | ||
| Microsoft Corp | 2.2 | ||
| General Electric Co | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 85.5 |
| (b) Individuals (high net worth individuals) | 71 | 162.2 |
| (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 | 6.6 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 807 | 254.3 |
| By Discretionary | ||
| Discretionary | 805 | 247.7 |
| Non-Discretionary | 2 | 6.6 |
| Total | 807 | 254.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.8 | |
| United States Persons | 241.5 | |
| Total | 807 | 254.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966482] |
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|---|---|---|
|
Summit Investment Advisors Inc
✚
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MD | 0.3 |
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ID | 0.3 |
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Fox Financial Inc
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PA | 0.3 |
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Mendota Financial Group LLC
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WI | 0.3 |
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Palatine Hill LLC
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MI | 0.3 |
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Bright Futures Wealth Management LLC
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NY | 0.3 |
|
Hawke Financial Group LLC
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ID | 0.3 |
|
Hilton Head Capital Partners LLC
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SC | 0.3 |
|
Chiron Capital Management LLC
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FL | 0.3 |
|
Beckerman Institutional LLC
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|
NJ | 0.3 |