Data / Investment advisers / Oregon / Continuity Wealth Management, Corp.
Continuity Wealth Management, Corp., Portland, OR: $214 million AUM, SEC registered investment adviser
Continuity Wealth Management, Corp. is an SEC registered investment adviser with its main office in Portland, Oregon and reports $214 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 111010
- SEC file number
- 801-60320
- SEC status
- Approved, effective June 1, 2001
- Main office
- 3605 SW Multnomah Blvd., Portland, OR 97219
- Phone
- (503) 244-8905
- Regulatory AUM
- $214,306,873 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $212,151,122
- Non discretionary AUM
- $2,155,751
- Accounts
- 613
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $153.5 million |
| Individuals (other than high net worth individuals) | 191 | $55.6 million |
| Corporations or other businesses | Fewer than 5 | $5.2 million |
| Pension and profit sharing plans | Fewer than 5 | $61,520 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $214.3 million | March 17, 2026 |
| December 1, 2025 | $180.6 million | January 28, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Washington Park Capital Management, LLC | Portland | $359.5 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors NW | Portland | $354.3 million | Not listed | adviserinfo.sec.gov |
| Tru Independence Asset Management, LLC | Portland | $336.9 million | Not listed | adviserinfo.sec.gov |
| Rutherford Investment Management | Portland | $250 million | Not listed | adviserinfo.sec.gov |
| Portland Private Wealth Management, Inc. | Portland | $235.4 million | Not listed | adviserinfo.sec.gov |
| Financial Investment Team ("Fit") | Portland | $209.1 million | Not listed | adviserinfo.sec.gov |
| Sortis Fund Manager, LLC | Portland | $202 million | 4 | adviserinfo.sec.gov |
| Inman Financial Services, Inc. | Portland | $197.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Continuity Wealth Management, Corp. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.