Continuum Wealth Advisors, LLC

Continuum Wealth Advisors, LLC (CRD# 152895) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $207,078,300 in 744 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
18 Division St., Suite 207b, Saratoga Springs, NY 12866
http://www.contwealth.com
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $278,331
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, TX

Financial Advisors at Continuum Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Henry, financial advisor Saratoga Springs NY
Jennifer L. Henry
CRD#: 2899719
18 Division St., Suite 207b, Saratoga Springs, NY 12866

Jennifer Henry (CRD# 2899719) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.

2
Timothy Smith, financial advisor Saratoga Springs NY
Timothy M. Smith
CRD#: 2412402
18 Division St., Suite 207b, Saratoga Springs, NY 12866

Timothy Smith (CRD# 2412402) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.

3
David Rath, financial advisor Saratoga Springs NY
David J. Rath
CRD#: 5058213
18 Division St., Suite 207b, Saratoga Springs, NY 12866

David Rath (CRD# 5058213) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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