Altamont Wealth Management, Inc.
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
FINTRXOverview
Altamont Wealth Management, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual principal. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Altamont identifies itself as a capital allocator and serves both individual/family and institutional clients. The firm does not flag itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- State & Local Bonds15%
- Private Funds9%
- Cash & Cash Equivalents9%
- Exchange Traded Equities7%
Contacts
1 of 1
Elizabeth Mihalka
President and FounderCRD 4986247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Livermore, CA
Alameda
Location
Livermore, CA
Headquartered in Livermore, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 486 S K St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Baybridge Capital Group, LLC
RIALivermore, CA
Orrell Capital Management
RIALivermore, CA
Genter Advisors LLC
RIALos Angeles, CA
GSI Capital Advisors LLC
RIANewport Beach, CA
Open Door Investment Management Ltd.
RIASan Francisco, CA
Vincimus Capital, LLC
RIAMalibu, CA