Continuum Wealth Advisors

EST. AUM
$345,582,814

CONTACTS
5

CLIENT ACCOUNTS
872

Firm Details

Metro area Salt Lake City
CRD Number 152895
Website contwealth.com
Client types

Overview

Continuum Wealth Advisors, LLC is a Registered Investment Advisor with the Securities & Exchange Commission. The firm is a member of the Saratoga County Regional Chamber of Commerce and the Adirondack Chamber of Commerce. It offers fee-based financial planning and investment advisory services in New York, along with insurance products and services. All content provided on the website is for informational purposes and should be reviewed with an individual advisor before acting on it. The firm does not guarantee future returns, and past performance is not necessarily indicative of future results.

Platform Details

Investment Preferences

Alternative Activity