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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HENRY, JENNIFER, LINDSAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENRY, JENNIFER, LINDSAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENRY, JENNIFER, LINDSAY | I | VICE PRESIDENT, ADVISORY SERVICES AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | CEO / CHIEF COMPLIANCE OFFICER / MEMBER | E | Control |
| SMITH, TIMOTHY, MICHAEL | I | MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER | E | Control |
| RATH, DAVID, JONATHAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| RATH, DAVID, JONATHAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| RATH, DAVID, JONATHAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| RATH, DAVID, JONATHAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| RATH, DAVID, JONATHAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| RATH, DAVID, JONATHAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| RATH, DAVID, JONATHAN | I | PARTNER AND CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (4)
FL NC NY TX
Address
18 DIVISION ST.SUITE 207B
SARATOGA SPRINGS, NY 12866
United States
Phone: 518-583-4050