CONTINUUM WEALTH ADVISORS, LLC

18 Division St.
Suite 207b
Saratoga Springs, New York 12866
Tel: 518-583-4050

About CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH ADVISORS, LLC, formally registered with the SEC as CONTINUUM WEALTH ADVISORS, LLC. The firm was established in 04/07/2010. They have over 2 offices throughout the country.

CONTINUUM WEALTH ADVISORS, LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $254,267,440 assets under management, offering retirement planning & investment advisory services to 807 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152895
SEC#	801-71245
Assets Managed by Firm	$254,267,440
No. of Clients	807
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	807	$254,267,440
Individuals (other than high net worth individuals)	244	$85,542,280
High net worth individuals	71	$162,171,160
Pension and profit sharing plans	Fewer than 5 clients	$6,554,000

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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