Adam
Saumweber
Continuum Advisory, LLC
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About this Advisor
Adam Saumweber is a financial advisor based in Eagle, Idaho, working with Continuum Advisory, LLC. Adam has previously held positions at The Vanguard Group, Inc, Stratesis Technologies, LLC, Brigham Young University - Idaho, Bander Investments, Revunit, LLC, Wachter, Inc, Continuum Advisory, LLC, American Financial Management, and Triad Advisors. Adam has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arkansas. Currently, Adam is part of Continuum Advisory, LLC, which operates out of Eagle, Idaho. The firm has 13 offices and 66 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Continuum Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Continuum Advisory, LLC Brokerage Details
$1,292,188,582
66
2,953
$437,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Saumweber Work History
Continuum Advisory, LLC
American Financial Management
Triad Advisors
The Vanguard Group, Inc
Brigham Young University - Idaho
Stratesis Technologies, LLC
Brigham Young University - Idaho
Bander Investments
Revunit, LLC
Brigham Young University - Idaho
Brigham Young University - Idaho
Wachter, Inc
Disclosures
Please visit the SEC profile of Adam Saumweber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Continuum Advisory, LLC
Eagle, ID
Eagle, ID
Eagle, ID
Annapolis, MD
Hacienda Heights, CA
Tampa, FL
Tampa, FL
Annapolis, MD
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