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Continuum Wealth Strategies, LLC
Continuum Wealth Strategies, LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and...
Overview
Continuum Wealth Strategies, LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at Continuum Wealth Strategies?
The firm's investment committee and advisory team oversee asset allocation and manager selection. Specific principals are not listed in public sources.
How does Continuum Wealth Strategies source proprietary deal flow?
As an RIA, the firm sources investments through networks of fund managers, placement agents, and co-investment platforms. Specific sourcing mechanisms are not publicly detailed.
Does Continuum Wealth Strategies participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct co-investments, though specific allocations are not disclosed.
What investment stages does Continuum Wealth Strategies typically target?
Staged across private equity (growth, buyout), venture capital, and alternative credit. Exact stage preferences are not publicly specified.
Which sectors does Continuum Wealth Strategies explicitly avoid?
Public avoidance lists are not available. The firm's sector tilts are not publicly documented.
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