ALTUM WEALTH ADVISORS

Overview

Altum Wealth Advisors operates as an independent, owner-managed registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional relationships, and offers a mix of fee arrangements including a percentage-of-AUM model and fixed fees. Its advisory services span comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for larger businesses or institutions, and pension consulting. Investment activity tilts toward liquid equity exposure, with a stated preference for exchange-traded equities. Altum allocates client portfolios across core equity exposures and complements those with third-party alternative fund managers. The adviser does not act as a capital allocator operating proprietary funds; instead it sources private equity, venture capital, real estate, commodities and collateralized debt through external managers. The firm does not identify as an active ESG investor and, per its disclosures, operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices