DH
DH

Donny Jordan Hopoi

1 Year of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,849 clients
Average Client Portfolio
$497K average
Assets Under Management
$1.4B

Fee Structure

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Location

873 E. State Street, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Donny works for Wealth Management Associates as an IAR and Registered Admin, dedicating full-time hours to client-facing and administrative duties. He also sells life and health insurance through Wealth Management Associates, spending a few hours per week on this activity.

Employment History
Current Registrations
Continuum Advisory, LLC
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.