Continuum Wealth Strategies, LLC

Continuum Wealth Strategies, LLC (CRD# 169324) is a financial advisory firm headquartered in , . They manage $13,000,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Continuum Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
Jonathan D. Winter
CRD#: 3086228
Reston, VA

Jonathan Winter (CRD# 3086228) is an Investment Advisor Representative working at Continuum Wealth Strategies, LLC in Reston, VA and has over 7 years of experience in the finance industry. Jonathan Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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