ALTAMONT WEALTH MANAGEMENT, INC.
Adviser information for ALTAMONT WEALTH MANAGEMENT, INC. last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 110 | $166.8M |
| Total | 110 | $166.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2 | $358,566 |
| HNW Individuals | 28 | $122.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $43.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-111987 |
|---|---|
| SEC ERA File Number | 801-111987 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 136031 |
| Legal Entity Identifier | None |
Principal Office
486 SOUTH K STREETLIVERMORE
CA
United States
Monday - Friday, 10:00 A.M. - 3:00 P.M.
Tel: (925) 606-8181, Fax: (925) 606-8282
Websites
Chief Compliance Officer
ELIZABETH MIHALKA
PRESIDENT
486 K SOUTH STREET
LIVERMORE
CA
United States
Tel:
(925) 606-8181
Fax:
(925) 606-8282
L****@*****************M
(Full email address available in API data)
Regulatory Contact
LORI NEIDEL
OUTSIDE COMPLIANCE PROVIDER
910 E. BROADWAY
SUITE 209
COLUMBIA
MO
United States
Tel:
573-416-8076
L***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MIHALKA, ELIZABETH, COLE | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2007 | > 75% |