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CONTINUITY WEALTH MANAGEMENT, CORP.

PORTLAND, OR · CRD 111010 · IAPD ↗ · 503-244-8905

$214.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — CONTINUITY WEALTH MANAGEMENT, CORP. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
June 2024 — CONTINUITY WEALTH MANAGEMENT, CORP. changed its website from srmadvisors.com to continuitywm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2024 — SRM ADVISORS is now doing business as CONTINUITY WEALTH MANAGEMENT, CORP..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
February 2024 — SRM ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2024 — SRM ADVISORS now reports custody of client assets ($25.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.