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  5. CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH ADVISORS, LLC

Company Details

Name: CONTINUUM WEALTH ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Jan 2010 (15 years ago)
Entity Number: 3896851
ZIP code: 12866
County: Saratoga
Place of Formation: New York
Address: 18 DIVISION ST, STE 207B, SARATOGA SPRINGS, NY, United States, 12866

Central Index Key

CIK number Mailing Address Business Address Phone
0001966482 18 DIVISION ST., SUITE 207B, SARATOGA SPRINGS, NY, 12866 18 DIVISION ST., SUITE 207B, SARATOGA SPRINGS, NY, 12866 518-583-4050

Filings since 2025-02-04
Form type 13F-HR
File number 028-23153
Filing date 2025-02-04
Reporting date 2024-12-31
File View File

Filings since 2024-10-18
Form type 13F-HR
File number 028-23153
Filing date 2024-10-18
Reporting date 2024-09-30
File View File

Filings since 2024-08-27
Form type N-PX
File number 028-23153
Filing date 2024-08-27
Reporting date 2024-06-30
File View File

Filings since 2024-07-23
Form type 13F-HR
File number 028-23153
Filing date 2024-07-23
Reporting date 2024-06-30
File View File

Filings since 2024-05-20
Form type 13F-HR
File number 028-23153
Filing date 2024-05-20
Reporting date 2024-03-31
File View File

Filings since 2024-01-31
Form type 13F-HR
File number 028-23153
Filing date 2024-01-31
Reporting date 2023-12-31
File View File

Filings since 2023-10-25
Form type 13F-HR
File number 028-23153
Filing date 2023-10-25
Reporting date 2023-09-30
File View File

Filings since 2023-07-27
Form type 13F-HR
File number 028-23153
Filing date 2023-07-27
Reporting date 2023-06-30
File View File

Filings since 2023-05-15
Form type 13F-HR
File number 028-23153
Filing date 2023-05-15
Reporting date 2023-03-31
File View File

Filings since 2023-03-01
Form type 13F-HR
File number 028-23153
Filing date 2023-03-01
Reporting date 2022-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 271622680 2024-05-09 CONTINUUM WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 271622680 2023-08-25 CONTINUUM WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 271622680 2022-05-11 CONTINUUM WEALTH ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 271622680 2021-05-03 CONTINUUM WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 271622680 2020-04-23 CONTINUUM WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 271622680 2019-04-08 CONTINUUM WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 271622680 2018-04-06 CONTINUUM WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 271622680 2017-03-22 CONTINUUM WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 271622680 2016-05-11 CONTINUUM WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866
CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 271622680 2015-05-28 CONTINUUM WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-08-01
Business code 523900
Sponsor’s telephone number 5185834050
Plan sponsor’s address 18 DIVISION STREET, SUITE 207B, SARATOGA SPRINGS, NY, 12866

DOS Process Agent

Name Role Address
CONTINUUM WEALTH ADVISORS, LLC DOS Process Agent 18 DIVISION ST, STE 207B, SARATOGA SPRINGS, NY, United States, 12866

History

Start date End date Type Value
2015-12-03 2024-01-08 Address 18 DIVISION ST, STE 207B, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2012-02-01 2015-12-03 Address 18 DIVISION ST, STE 413, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2010-01-07 2012-02-01 Address 5 NOSTALGIA LANE, BALLSTON SPA, NY, 12020, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240108003261 2024-01-08 BIENNIAL STATEMENT 2024-01-08
220103002145 2022-01-03 BIENNIAL STATEMENT 2022-01-03
200103062218 2020-01-03 BIENNIAL STATEMENT 2020-01-01
180102007591 2018-01-02 BIENNIAL STATEMENT 2018-01-01
151203006586 2015-12-03 BIENNIAL STATEMENT 2014-01-01
120201002088 2012-02-01 BIENNIAL STATEMENT 2012-01-01
100331000091 2010-03-31 CERTIFICATE OF PUBLICATION 2010-03-31
100107000668 2010-01-07 ARTICLES OF ORGANIZATION 2010-01-07

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
3885975000 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient CONTINUUM WEALTH ADVISORS LLC
Recipient Name Raw CONTINUUM WEALTH ADVISORS LLC
Recipient DUNS 868569005
Recipient Address 18 DIVISION ST SUITE 413., SARATOGA SPRINGS, SARATOGA, NEW YORK, 12866-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 3173.00
Face Value of Direct Loan 75000.00
Link View Page
2913776010 Small Business Administration 59.041 - 504 CERTIFIED DEVELOPMENT LOANS No data No data TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Recipient CONTINUUM WEALTH ADVISORS LLC
Recipient Name Raw ROOT CANAL EXPERTS DMDS PC
Recipient DUNS 868569005
Recipient Address 18 DIVISION STREET UNIT 411, SARATOGA SPRINGS, SARATOGA, NEW YORK, 12866-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
3100916001 Small Business Administration 59.041 - 504 CERTIFIED DEVELOPMENT LOANS No data No data TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Recipient CONTINUUM WEALTH ADVISORS LLC
Recipient Name Raw CHIANTI IL RISTORANTE
Recipient DUNS 868569005
Recipient Address 18 DIVISION STREET UNIT 101, SARATOGA SPRINGS, SARATOGA, NEW YORK, 12866-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 555000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4398157306 2020-04-29 0248 PPP 18 DIVISION ST SUITE 207B, SARATOGA SPRINGS, NY, 12866-2197
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 94100
Loan Approval Amount (current) 94100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 112475
Servicing Lender Name Saratoga National Bank and Trust Company
Servicing Lender Address 171 S Broadway, SARATOGA SPRINGS, NY, 12866-4532
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARATOGA SPRINGS, SARATOGA, NY, 12866-2197
Project Congressional District NY-20
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 112475
Originating Lender Name Saratoga National Bank and Trust Company
Originating Lender Address SARATOGA SPRINGS, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 94716.88
Forgiveness Paid Date 2020-12-31

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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