ALTAMONT WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2017

Total AUM

$183M

Discretionary

0% of AUM

Avg account

$1.5M

Accounts

126

Employees

Advisory reps

Firm details

Headquarters: LIVERMORE, California
CRD number: 136031
Registered since: October 30, 2017
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.16%
Charitable Organizations30.43%
Individuals3.42%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Altamont Wealth Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual proprietor. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. The firm operates primarily as a non-discretionary advisor per its ADV filing, meaning clients retain final decision authority while Altamont provides recommendations and oversight. It is designated as a capital allocator, signaling a readiness to structure or source third‑party manager solutions for clients. Altamont does not position itself as an active ESG investor and its filing indicates it is not a multi-state adviser, pension consultant or related adviser.