CRD: 152895
Continuum Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-2010
- Office Locations
- 2
Office Locations
About Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC is a retirement-focused advisory firm serving pre-retirees and retirees with coordinated wealth planning across investments, tax strategy, insurance, and estate considerations. The team builds tailored retirement income and withdrawal plans and takes a risk-management approach to protecting portfolios in volatile markets, with ETF-heavy implementations and custody commonly at Schwab and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY MICHAEL SMITH
Chief Executive Officer, Managing Partner, Wealth Advisor
- CRD
- #2412402
- Ownership
- 50% but less than 75%
DAVID JONATHAN RATH
Chief Investment Officer, PARTNER, Wealth Advisor
- CRD
- #5058213
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Benjamin Michael Guerin
Analyst
- CRD
- #7980743
ANDREW HEUSS
Director Of Strategic Growth
- CRD
- #7131393
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,567,211 | $388,008 |
| Non-Discretionary | $8,015,603 | $4,007,802 |
| Total | $345,582,814 | $396,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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