CONTINUUM WEALTH ADVISORS, LLC
CRD #152895 SEC #801-71245 SARATOGA SPRINGS, NY 518-583-4050
SEC Registered
Total AUM
$254.3M
Discretionary
$247.7M
Employees
5
Clients
10
Accounts
807
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $254.3M | $247.7M | $6.6M | 5 | 0 |
| Oct 2024 | $207.1M | $202.5M | $4.6M | 5 | 0 |
| Oct 2024 | $207.1M | $202.5M | $4.6M | 5 | 0 |
| Aug 2024 | $207.1M | $202.5M | $4.6M | 5 | 0 |
| Jul 2024 | $207.1M | $202.5M | $4.6M | 5 | 0 |
| Apr 2024 | $207.1M | $202.5M | $4.6M | 5 | 0 |
| Mar 2024 | $207.1M | $202.5M | $4.6M | 5 | 0 |
| Mar 2023 | $169.3M | $166M | $3.3M | 5 | 0 |
| May 2022 | $183.2M | $177.5M | $5.6M | 5 | 0 |
| Feb 2022 | $183.2M | $177.5M | $5.6M | 5 | 0 |
| Sep 2021 | $145.1M | $142.8M | $2.3M | 4 | 0 |
| Mar 2021 | $145.1M | $142.8M | $2.3M | 4 | 0 |
| Jun 2020 | $131.8M | $129.4M | $2.4M | 4 | 0 |
| Mar 2020 | $131.8M | $129.4M | $2.4M | 4 | 0 |
| Mar 2019 | $111.8M | $109.8M | $2M | 5 | 0 |
| Nov 2018 | $172M | $109.3M | $62.7M | 4 | 0 |
| Feb 2018 | $172M | $109.3M | $62.7M | 4 | 0 |
| Mar 2017 | $147.6M | $85.2M | $62.4M | 4 | 200 |
| Sep 2016 | $125.6M | $68M | $57.6M | 5 | 130 |
| Jan 2016 | $125.6M | $68M | $57.6M | 5 | 130 |
| Nov 2015 | $135.1M | $76.5M | $58.6M | 5 | 135 |
| Jul 2015 | $124.7M | $66.3M | $58.4M | 5 | 135 |
| Jan 2015 | $117.2M | $63.9M | $53.3M | 4 | 135 |
| May 2014 | $104.8M | $56.4M | $48.4M | 3 | 135 |
| Apr 2014 | $104.8M | $56.4M | $48.4M | 3 | 135 |
| Mar 2014 | $104.8M | $56.4M | $48.4M | 3 | 135 |
| Mar 2014 | $104.8M | $56.4M | $48.4M | 4 | 135 |
| Feb 2014 | $104.8M | $56.4M | $48.4M | 4 | 135 |
| Dec 2013 | $101.5M | $55.2M | $46.3M | 4 | 200 |
| Oct 2013 | $101.5M | $55.2M | $46.3M | 4 | 200 |
| Feb 2013 | $89.8M | $48.5M | $41.3M | 4 | 200 |
| Nov 2012 | $84.2M | $45.8M | $38.4M | 5 | 200 |
| May 2012 | $85.2M | $53.2M | $32M | 1 | 200 |
| Feb 2012 | $85.2M | $53.2M | $32M | 1 | 200 |
| Feb 2012 | $85.2M | $53.2M | $32M | 1 | 200 |
| Apr 2011 | $82.9M | $51.2M | $31.7M | 5 | -- |
| Apr 2011 | $82.9M | $51.2M | $31.7M | 5 | -- |
| Apr 2011 | $82.9M | $51.2M | $31.7M | 5 | -- |
DateFeb 2025
Total AUM$254.3M
Discretionary$247.7M
Non-Disc.$6.6M
Employees5
Clients0
DateOct 2024
Total AUM$207.1M
Discretionary$202.5M
Non-Disc.$4.6M
Employees5
Clients0
DateOct 2024
Total AUM$207.1M
Discretionary$202.5M
Non-Disc.$4.6M
Employees5
Clients0
DateAug 2024
Total AUM$207.1M
Discretionary$202.5M
Non-Disc.$4.6M
Employees5
Clients0
DateJul 2024
Total AUM$207.1M
Discretionary$202.5M
Non-Disc.$4.6M
Employees5
Clients0
DateApr 2024
Total AUM$207.1M
Discretionary$202.5M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2024
Total AUM$207.1M
Discretionary$202.5M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2023
Total AUM$169.3M
Discretionary$166M
Non-Disc.$3.3M
Employees5
Clients0
DateMay 2022
Total AUM$183.2M
Discretionary$177.5M
Non-Disc.$5.6M
Employees5
Clients0
DateFeb 2022
Total AUM$183.2M
Discretionary$177.5M
Non-Disc.$5.6M
Employees5
Clients0
DateSep 2021
Total AUM$145.1M
Discretionary$142.8M
Non-Disc.$2.3M
Employees4
Clients0
DateMar 2021
Total AUM$145.1M
Discretionary$142.8M
Non-Disc.$2.3M
Employees4
Clients0
DateJun 2020
Total AUM$131.8M
Discretionary$129.4M
Non-Disc.$2.4M
Employees4
Clients0
DateMar 2020
Total AUM$131.8M
Discretionary$129.4M
Non-Disc.$2.4M
Employees4
Clients0
DateMar 2019
Total AUM$111.8M
Discretionary$109.8M
Non-Disc.$2M
Employees5
Clients0
DateNov 2018
Total AUM$172M
Discretionary$109.3M
Non-Disc.$62.7M
Employees4
Clients0
DateFeb 2018
Total AUM$172M
Discretionary$109.3M
Non-Disc.$62.7M
Employees4
Clients0
DateMar 2017
Total AUM$147.6M
Discretionary$85.2M
Non-Disc.$62.4M
Employees4
Clients200
DateSep 2016
Total AUM$125.6M
Discretionary$68M
Non-Disc.$57.6M
Employees5
Clients130
DateJan 2016
Total AUM$125.6M
Discretionary$68M
Non-Disc.$57.6M
Employees5
Clients130
DateNov 2015
Total AUM$135.1M
Discretionary$76.5M
Non-Disc.$58.6M
Employees5
Clients135
DateJul 2015
Total AUM$124.7M
Discretionary$66.3M
Non-Disc.$58.4M
Employees5
Clients135
DateJan 2015
Total AUM$117.2M
Discretionary$63.9M
Non-Disc.$53.3M
Employees4
Clients135
DateMay 2014
Total AUM$104.8M
Discretionary$56.4M
Non-Disc.$48.4M
Employees3
Clients135
DateApr 2014
Total AUM$104.8M
Discretionary$56.4M
Non-Disc.$48.4M
Employees3
Clients135
DateMar 2014
Total AUM$104.8M
Discretionary$56.4M
Non-Disc.$48.4M
Employees3
Clients135
DateMar 2014
Total AUM$104.8M
Discretionary$56.4M
Non-Disc.$48.4M
Employees4
Clients135
DateFeb 2014
Total AUM$104.8M
Discretionary$56.4M
Non-Disc.$48.4M
Employees4
Clients135
DateDec 2013
Total AUM$101.5M
Discretionary$55.2M
Non-Disc.$46.3M
Employees4
Clients200
DateOct 2013
Total AUM$101.5M
Discretionary$55.2M
Non-Disc.$46.3M
Employees4
Clients200
DateFeb 2013
Total AUM$89.8M
Discretionary$48.5M
Non-Disc.$41.3M
Employees4
Clients200
DateNov 2012
Total AUM$84.2M
Discretionary$45.8M
Non-Disc.$38.4M
Employees5
Clients200
DateMay 2012
Total AUM$85.2M
Discretionary$53.2M
Non-Disc.$32M
Employees1
Clients200
DateFeb 2012
Total AUM$85.2M
Discretionary$53.2M
Non-Disc.$32M
Employees1
Clients200
DateFeb 2012
Total AUM$85.2M
Discretionary$53.2M
Non-Disc.$32M
Employees1
Clients200
DateApr 2011
Total AUM$82.9M
Discretionary$51.2M
Non-Disc.$31.7M
Employees5
Clients--
DateApr 2011
Total AUM$82.9M
Discretionary$51.2M
Non-Disc.$31.7M
Employees5
Clients--
DateApr 2011
Total AUM$82.9M
Discretionary$51.2M
Non-Disc.$31.7M
Employees5
Clients--