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Continuum Wealth Strategies, LLC

Continuum Wealth Strategies, LLC. CRD 169324

Continuum Wealth Strategies, LLC logo

CRD: 169324

Continuum Wealth Strategies, LLC

Reston, VA
3108977971
www.continuumwealthstrategies.com
$26.3M Total AUM
$26.3M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
LPL Financial ยท UBS
Clients
Retail
Platforms
Capital focus
Established Date
12-12-2013
Office Locations
1

Office Locations

-- Reston VA

About Continuum Wealth Strategies, LLC

Continuum Wealth Strategies, LLC is a Reston, VA financial services firm providing customized financial planning and investment management focused on long-term wealth growth, protection, and conservation. The firm works with individuals including entrepreneurs on retirement, tax, estate, and insurance planning alongside portfolio construction using public funds such as mutual funds, index funds, and ETFs, with custody relationships that include LPL Financial.

Team overview

-- AVG AGE
$26.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Alpha optima Radial

Client Personas

Timber radial

Custodian

Capital Catalyst Element timber Pathway Alpha atlas

Investment Themes

Fusion Delta Oak

Investment Vehicles

Vital crest Zenith pioneer

Services

Ember vector Summit value Frontier Pioneer foundation Insight crest Insight signal Summit legacy Focus frontier Focus ridge Glacier frontier Element pioneer

Technology

Radial

Owner & Executives

J

JONATHAN DAVID WINTER

Chief Compliance Officer, Managing Member

CRD
#3086228
Ownership
75% or more
(842) 976-1007
ridge.vital@unisoncapital.com
in linkedin.com/in/catalyst-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,281,221 --
Non-Discretionary $0 --
Total $26,281,221 --

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Separately Managed Accounts

Total SMA Asset: $26,281,221

$26.3M Total SMA
Public Funds:
32.2%
Municipal Bonds:
23.7%
Cash:
32.9%
Equity - Exchange:
11.2%
Asset class Assets Assets %
Public Funds $2,497,276,050 32.2%
Municipal Bonds $1,838,057,217 23.7%
Cash $2,551,564,660 32.9%
Equity - Exchange $868,617,756 11.2%
Total $7,755,515,683 100.0%

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