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| Keyboard |
| Continuum Wealth Advisors LLC
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|---|---|
| CRD # | 152895 |
| SEC # | 801-71245 |
| CIK # | 0001966482 |
| AUM | 345.6 M (2026-03-11) |
| Employees | 7 (71% 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 | 23.6 | ||
| Microsoft Corp | 2.0 | ||
| General Electric Co | 1.0 | ||
| GE Vernova Inc | 0.9 | ||
| Apple Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 83.5 |
| (b) Individuals (high net worth individuals) | 104 | 254.0 |
| (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 | 8.0 |
| (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 | 872 | 345.6 |
| By Discretionary | ||
| Discretionary | 870 | 337.6 |
| Non-Discretionary | 2 | 8.0 |
| Total | 872 | 345.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.1 | |
| United States Persons | 330.5 | |
| Total | 872 | 345.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966482] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Ahakista Capital LLC
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Crescent Advisor Group Inc
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