Adam
Saumweber
Continuum Advisory, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Saumweber is a financial advisor who works out of Eagle, Idaho. Saumweber is currently employed by Continuum Advisory, LLC. The advisor has gained experience at The Vanguard Group, Inc, Stratesis Technologies, LLC, Brigham Young University - Idaho, Bander Investments, Revunit, LLC, Wachter, Inc, Bentonville High School, Continuum Advisory, LLC and American Financial Management. Saumweber maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas and Idaho. Continuum Advisory, LLC is an advisory business operating out of Eagle, ID. The investment advisory business has offices in 19 locations and a total of 67 employees. It controls $1 billion in assets under management among its 2,045 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 2,045 client accounts, 15% are associated with high-net-worth clients who have at least $1 million in assets. Continuum Advisory, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of financial services. However, fee types charged by Continuum Advisory, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Continuum Advisory, LLC Brokerage Details
$1,019,114,914
67
2,045
$498,345
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
Adam has been registered as a financial advisor for 0 years.*
Continuum Advisory, LLC
American Financial Management
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
Bentonville High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Tampa, FL
Fountain Valley, CA
Eagle, ID
Eagle, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
