# Continuum Wealth Strategies, LLC

Continuum Wealth Strategies, LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 169324
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169324

## About

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.

## 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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Last updated: 2026-07-06T01:24:14.474Z

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