# Continuum Wealth Management, LLC

> Continuum Wealth Management, LLC is a state-registered investment advisory firm in Greenville, SC, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 148844
- Filed as: CONTINUUM WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148844
- AdvisorCensus page: https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844

## Quick answers

**How is Continuum Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Continuum Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Continuum Wealth Management, LLC located?**
Continuum Wealth Management, LLC's principal office is in Greenville, SC, according to its Form ADV.

**Is Continuum Wealth Management, LLC registered with the SEC or a state?**
Continuum Wealth Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148844.

**How much does Continuum Wealth Management, LLC manage?**
Continuum Wealth Management, LLC reports $45,508,053 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Continuum Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (8).

**Does Continuum Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148844

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,508,053
- Discretionary: $45,508,053
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $11,245,895 |
| High net worth individuals | 13 | $34,262,158 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [continuum-wealth.com](https://continuum-wealth.com)
- LinkedIn @craig-ritter-cfp®-267ba552

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Continuum Wealth Management, LLC (CRD 148844): Form ADV filing data as of October 2026.