linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Leslie Saumweber

Continuum Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Leslie Saumweber

Adam Saumweber is a financial advisor with Continuum Advisory, LLC, based in Eagle, Idaho. Adam is a registered investment advisor representative in Arkansas. He is also a registered representative in Arkansas. Adam has been in the industry since 2019 and specializes in providing financial advice to individuals, high-net-worth individuals, corporations and businesses, and retirement plans.

Firm Information

Adam Saumweber is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Saumweber’s Registration & Firm History

ID

04/06/2023 - Present

Continuum Advisory, LLC (EAGLE ID)

AR

08/31/2023 - 08/23/2024

TRIAD ADVISORS LLC (Bentonville AR)

AZ

10/13/2020 - 01/30/2023

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

Not sure if Adam Leslie Saumweber is right for you?

Licenses & Designations

IA

Issued 04/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Leslie Saumweber.
Not sure if Adam Leslie Saumweber is right for you?