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CONTINUUM ADVISORY, LLC

EAGLE, ID · CRD 283155 · IAPD ↗ · clarkstreetfinancial.com · 2084171933

$1.91BRegulatory AUM
32Advisory reps
66Employees
3461Clients
26-50Planning clients
0Private funds
48States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — CONTINUUM ADVISORY, LLC changed its website from lentinifinancialadvisory.com to clarkstreetfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — CONTINUUM ADVISORY, LLC notice-filed in AL, IN, KY, MS, NE, OK, RI, SD, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — CONTINUUM ADVISORY, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2026 — CONTINUUM ADVISORY, LLC reported RAUM up 35% ($1.42B -> $1.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — CONTINUUM ADVISORY, LLC added office(s): 13 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2024 — CONTINUUM ADVISORY, LLC changed its website from thomannfinancial.com to lentinifinancialadvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2024 — CONTINUUM ADVISORY, LLC reported RAUM up 27% ($1.02B -> $1.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CONTINUUM ADVISORY, LLC now reports custody of client assets ($130.9M).
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.