CONTINUITY WEALTH MANAGEMENT, CORP.
CRD #111010 SEC #801-60320 PORTLAND, OR 503-244-8905
SEC Registered
Total AUM
$180.6M
Discretionary
$180.4M
Employees
4
Clients
101
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $180.6M | $180.4M | $241K | 4 | 0 |
| Oct 2024 | $158.1M | $158M | $27.9K | 4 | 0 |
| Oct 2024 | $158.1M | $158M | $27.9K | 4 | 0 |
| May 2024 | $158.1M | $158M | $27.9K | 4 | 0 |
| Jan 2024 | $158.1M | $158M | $27.9K | 4 | 0 |
| Mar 2023 | $160.4M | $157.7M | $2.6M | 3 | 10 |
| Mar 2023 | $160.4M | $157.7M | $2.6M | 3 | 10 |
| Nov 2022 | $188.1M | $177M | $11.1M | 4 | 10 |
| Apr 2022 | $188.1M | $177M | $11.1M | 4 | 10 |
| Mar 2022 | $188.1M | $177M | $11.1M | 4 | 10 |
| Mar 2021 | $153.7M | $142.1M | $11.7M | 3 | 10 |
| Jun 2020 | $137.9M | $127.9M | $10M | 6 | 10 |
| Apr 2020 | $137.9M | $127.9M | $10M | 6 | 10 |
| Mar 2019 | $124.7M | $118.5M | $6.2M | 6 | 3 |
| Mar 2018 | $134.8M | $129.7M | $5.2M | 5 | 5 |
| Mar 2017 | $127.4M | $120.6M | $6.8M | 3 | 200 |
| Mar 2016 | $128.8M | $125.3M | $3.5M | 4 | 200 |
| Mar 2015 | $128.3M | $124.7M | $3.6M | 4 | 400 |
| Mar 2014 | $118M | $118M | $0 | 4 | 400 |
| Sep 2013 | $99.1M | $96.4M | $2.7M | 4 | 400 |
| Mar 2013 | $99.1M | $96.4M | $2.7M | 4 | 400 |
| Mar 2012 | $93M | $90.7M | $2.3M | 1 | 400 |
| Mar 2011 | $83.1M | $80.9M | $2.2M | 5 | -- |
| Mar 2009 | $54.2M | $51M | $3.2M | 5 | -- |
| Mar 2008 | $80M | $75M | $5M | 5 | -- |
| Mar 2007 | $75M | $70M | $5M | 5 | -- |
| Mar 2006 | $46.5M | $46M | $560K | 5 | -- |
| Nov 2005 | $41.4M | $41.4M | $0 | 5 | -- |
| Mar 2004 | $45M | $40M | $5M | 5 | -- |
| Nov 2001 | $45M | $40M | $5M | 5 | -- |
| May 2001 | $45M | $40M | $5M | 5 | -- |
DateJan 2025
Total AUM$180.6M
Discretionary$180.4M
Non-Disc.$241K
Employees4
Clients0
DateOct 2024
Total AUM$158.1M
Discretionary$158M
Non-Disc.$27.9K
Employees4
Clients0
DateOct 2024
Total AUM$158.1M
Discretionary$158M
Non-Disc.$27.9K
Employees4
Clients0
DateMay 2024
Total AUM$158.1M
Discretionary$158M
Non-Disc.$27.9K
Employees4
Clients0
DateJan 2024
Total AUM$158.1M
Discretionary$158M
Non-Disc.$27.9K
Employees4
Clients0
DateMar 2023
Total AUM$160.4M
Discretionary$157.7M
Non-Disc.$2.6M
Employees3
Clients10
DateMar 2023
Total AUM$160.4M
Discretionary$157.7M
Non-Disc.$2.6M
Employees3
Clients10
DateNov 2022
Total AUM$188.1M
Discretionary$177M
Non-Disc.$11.1M
Employees4
Clients10
DateApr 2022
Total AUM$188.1M
Discretionary$177M
Non-Disc.$11.1M
Employees4
Clients10
DateMar 2022
Total AUM$188.1M
Discretionary$177M
Non-Disc.$11.1M
Employees4
Clients10
DateMar 2021
Total AUM$153.7M
Discretionary$142.1M
Non-Disc.$11.7M
Employees3
Clients10
DateJun 2020
Total AUM$137.9M
Discretionary$127.9M
Non-Disc.$10M
Employees6
Clients10
DateApr 2020
Total AUM$137.9M
Discretionary$127.9M
Non-Disc.$10M
Employees6
Clients10
DateMar 2019
Total AUM$124.7M
Discretionary$118.5M
Non-Disc.$6.2M
Employees6
Clients3
DateMar 2018
Total AUM$134.8M
Discretionary$129.7M
Non-Disc.$5.2M
Employees5
Clients5
DateMar 2017
Total AUM$127.4M
Discretionary$120.6M
Non-Disc.$6.8M
Employees3
Clients200
DateMar 2016
Total AUM$128.8M
Discretionary$125.3M
Non-Disc.$3.5M
Employees4
Clients200
DateMar 2015
Total AUM$128.3M
Discretionary$124.7M
Non-Disc.$3.6M
Employees4
Clients400
DateMar 2014
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees4
Clients400
DateSep 2013
Total AUM$99.1M
Discretionary$96.4M
Non-Disc.$2.7M
Employees4
Clients400
DateMar 2013
Total AUM$99.1M
Discretionary$96.4M
Non-Disc.$2.7M
Employees4
Clients400
DateMar 2012
Total AUM$93M
Discretionary$90.7M
Non-Disc.$2.3M
Employees1
Clients400
DateMar 2011
Total AUM$83.1M
Discretionary$80.9M
Non-Disc.$2.2M
Employees5
Clients--
DateMar 2009
Total AUM$54.2M
Discretionary$51M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2008
Total AUM$80M
Discretionary$75M
Non-Disc.$5M
Employees5
Clients--
DateMar 2007
Total AUM$75M
Discretionary$70M
Non-Disc.$5M
Employees5
Clients--
DateMar 2006
Total AUM$46.5M
Discretionary$46M
Non-Disc.$560K
Employees5
Clients--
DateNov 2005
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--
DateNov 2001
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--
DateMay 2001
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--