CONTINUITY WEALTH MANAGEMENT, CORP.

CRD 111010File 801-60320

APPROVED

Retail clients

Custody

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$214.3M

Below cohort median (national)

Discretionary AUM

$212.2M

Non-discretionary $2.2M

Clients

270

613 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jun 1, 2001
Principal office: 3605 SW MULTNOMAH BLVD., PORTLAND, OR, 97219
Phone: 503-244-8905
Website: https://www.linkedin.com/company/continuitywm

Assets & accounts

ADV Item 5F

Total regulatory AUM: $214.3M
Discretionary AUM: $212.2M
Non-discretionary AUM: $2.2M
Discretionary accounts: 609
Non-discretionary accounts: 4
Total accounts: 613
AUM per client: $794K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.2M
High net worth individuals	79	$153.5M
Pension and profit sharing plans	Fewer than 5	$62K
Individuals (other than high net worth individuals)	191	$55.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.