SEC Form ADV · CIK 2025266

CONTINUITY WEALTH MANAGEMENT, CORP.

Registered Investment AdviserOR
$214.3M
Assets Under Management
613
Total Clients
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Registration Details

CIK
2025266
Accession
CRD-111010
Location
PORTLAND, OR
Filing Date
March 17, 2026
AUM
$214.3M
Total Clients
613
Amendment
No

About this Adviser

CONTINUITY WEALTH MANAGEMENT, CORP. is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $214.3M in assets across 613 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.