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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Curtiss, Justin, James | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| OWEN, RUSSELL, EARL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | D | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
| ROCKS, PAUL, THOMAS | I | SECRETARY/TREASURER | C | Control |
Registrations
Federal
IA
Jan 28, 2025 REGISTERED
Notice Filings (4)
CO OR TX WA
Address
3605 SW MULTNOMAH BLVD.PORTLAND, OR 97219
United States
Phone: 503-244-8905