CRD: 152895
Continuum Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 13, 2025 and July 15, 2026, reported AUM increased 35.9%, from $254.3M to $345.6M.
Across 5 reported observations, AUM increased 88.7% between May 9, 2022 and July 15, 2026, from $183.2M to $345.6M.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 5 advisory representatives and 328 clients, or 65.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Continuum Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Continuum Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.