LP Profile

Continuity Wealth Management

Also known as continuity wealth

Wealth ManagerPortland, United StatesFounded 1993
Portland
Headquarters
Investment Focus

About Continuity Wealth Management

Continuity Wealth Management is a wealth manager based in Portland, US. Founded in 1993.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Continuity Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$214.3M
Total Clients
613
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Continuity Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Continuity Wealth Management?

Continuity Wealth Management is a wealth manager based in Portland, United States.

Where is Continuity Wealth Management headquartered?

Continuity Wealth Management is headquartered in Portland, United States.

When was Continuity Wealth Management founded?

Continuity Wealth Management was founded in 1993.

How can I contact Continuity Wealth Management?

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