Continuity Wealth Management, Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 17, 2026, reports $214M in regulatory assets under management, 4 employees, and 613 accounts.
Assets Under Management
$214M
Employees
4
Offices
--
Total Clients
270
Primary office
PORTLAND, OR
3605 SW MULTNOMAH BLVD., PORTLAND, OR, United States
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
191
2
HNWI
29.3%
79
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 17, 2026
Discretionary99.0%
$212M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$214M
Total Accounts613
10Y AUM Change+$87M (+68.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee68:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.