Continuity Wealth Management, Corp.
● SEC registered since 2001CRD 111010SEC# 801-60320Portland, OR
Reg. AUM
$214.3M
Employees
4
Accounts
613
Location
Portland, OR
Continuity Wealth Management, Corp. assets under management
Continuity Wealth Management, Corp. operates as an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2001. It reports $214.3 million in regulatory assets under management and employs 4 people.
Continuity Wealth Management, Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Irene Curtiss Control | Chief Compliance Officer | Under 5% | 2026 |
| Justin James Curtiss Control | President | Over 75% | 2023 |
Frequently asked questions
How much does Continuity Wealth Management, Corp. manage?
Continuity Wealth Management, Corp. reports $214.3 million in regulatory assets under management on its Form ADV.
How many employees does Continuity Wealth Management, Corp. have?
Continuity Wealth Management, Corp. reports 4 employees.
Where is Continuity Wealth Management, Corp. located?
Continuity Wealth Management, Corp. is based in Portland, OR and has been SEC-registered since 2001.
Does Continuity Wealth Management, Corp. disclose fund performance?
Continuity Wealth Management, Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3605 SW Multnomah Blvd., Portland, OR 97219 |
| Phone | 503-244-8905 |
| Fax | 503-863-5963 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2025266 |
| Discloses disciplinary history | No |
Regulatory AUM
$214.3M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$214.3Mregulatory AUM
Discretionary $212.2MNon-discretionary $2.2M