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CONTINUUM WEALTH ADVISORS, LLC

SARATOGA SPRINGS, NY · CRD 152895 · IAPD ↗ · 518-583-4050

$345.6MRegulatory AUM
5Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CONTINUUM WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — CONTINUUM WEALTH ADVISORS, LLC reported RAUM up 36% ($254.3M -> $345.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
September 2024 — CONTINUUM WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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