Continuum Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,508,053
Total clients
21
62% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$2,167,050
About
Continuum Wealth Management provides customized investment management and ongoing financial planning to individuals, families, retirement plans, trusts and estates. The firm operates as a fee-only advisor and does not sell commissioned products or accept third-party sales compensation.
The firm’s investment approach emphasizes strategic asset allocation and a macroeconomic, “big-picture” focus, favoring low-cost, institutional-class mutual funds and exchange-traded funds and implementing portfolios on a discretionary basis with regular rebalancing. Continuum Wealth Management integrates tax-aware services into portfolio management, including realized gain/loss reporting, pursuit of tax-loss harvesting opportunities, coordination with clients’ accountants, and assistance with required minimum distributions and annual net worth reviews.
Distinctive operational features include formal information-sharing affiliations with two external firms to support client service and a practice structure in which the principal also serves as the firm’s compliance officer without a separate supervisory officer. The brochure also notes use of third-party bond brokers for separate-issue municipal purchases (with disclosure that the firm does not receive related commissions) and that proxy-voting responsibility is retained by clients rather than accepted by the firm.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.45% annually
$300 per hour for extraordinary financial planning or non-investment services
Account minimum: $1,000,000 Minimum fee: $10,000 annually Fee-only: Firm is strictly fee-only, no commissions or finder’s fees accepted.
Main office location
Continuum Wealth Management, LLC
Greenville SC, United States
Number of offices
3
Most active in
Continuum Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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