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CONTINUUM FINANCIAL PARTNERS, LLC
CRD 165694
5000 WINDPLAY DRIVE, UNIT 2, EL DORADO HILLS, CA, 95762, United States
Phone
916-934-0439
Fax
916-919-8166
Registration
— (—)
Source
State registered
Total AUM
$24.4M
Discretionary AUM
$24.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $23.2M |
All web addresses on file
Official SEC filing: View on IAPD