Wealth Manager
    SEC Registered
    Manages Private Funds

    Continuum Advisory, LLC

    Registered investment advisor · Eagle, Idaho · CRD #283155

    Assets Under Management
    $1.9B
    Client Accounts
    3,461
    Employees
    66
    CRD Number
    283155
    Registration
    SEC Registered
    Custodian
    Charles Schwab Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Continuum Advisory, LLC

    Continuum Advisory, LLC is a financial advisory firm founded in 2016, specializing in wealth and asset management, with 51-200 employees. It offers integrated wealth management tools and technology resources to advisors. Recognized as one of the Best Financial Advisory Firms in 2023.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Continuum Advisory, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Continuum Advisory, LLC's AUM?

    Continuum Advisory, LLC reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Continuum Advisory, LLC headquartered?

    Continuum Advisory, LLC is headquartered in Eagle, Idaho.

    What is Continuum Advisory, LLC's CRD number?

    Continuum Advisory, LLC's CRD number is 283155. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Continuum Advisory, LLC manage?

    Continuum Advisory, LLC manages approximately 3,461 client accounts according to its latest SEC filing.

    Is Continuum Advisory, LLC SEC registered?

    Yes, Continuum Advisory, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Idaho

    The Caprock Group, LLC
    Boise, ID · $12.5B AUM
    Clearwater Advisors, LLC
    Boise, ID · $4.7B AUM
    Inspire Investing, LLC
    Meridian, ID · $4B AUM
    Rw Investment Management LLC
    Eagle, ID · $1.7B AUM
    Sherman Portfolios
    Coeur D'alene, ID · $1.6B AUM
    Pinkerton Wealth Partners
    Coeur D'alene, ID · $1.4B AUM
    See all top RIA firms in Idaho →

    Research firms like Continuum Advisory, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial