David Jonathan Rath
Partner And Chief Investment OfficerContinuum Wealth Advisors, LLCCRD 5058213
About David Jonathan Rath
David Jonathan Rath is listed as Partner And Chief Investment Officer at Continuum Wealth Advisors, LLC in Saratoga Springs, NY. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Continuum Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Jonathan Rath work?
David Jonathan Rath is listed as Partner And Chief Investment Officer at Continuum Wealth Advisors, LLC on SEC Form ADV.
How much of Continuum Wealth Advisors, LLC does David Jonathan Rath own?
Form ADV reports a beneficial ownership band of 25-50%.
Continuum Wealth Advisors, LLC
| Title | Partner And Chief Investment Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |