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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-2009
- Office Locations
- 1
Office Locations
About Continuum Wealth Management, LLC
Continuum Wealth Management is an independent, fee-only RIA in Scottsdale/Phoenix founded by CFP Craig Ritter. The firm provides ongoing fiduciary wealth management for pre-retirees and retirees, combining retirement planning, investment management, and holistic financial planning (tax/estate coordination, risk management, giving). Portfolios are customized to client goals and values, and the firm does not sell products or earn commissions.
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Owner & Executives
CRAIG WILLIAM RITTER
Owner, Principal
- CRD
- #5080582
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,508,053 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,508,053 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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