Altamont Wealth Management, Inc.
● SEC registered since 2017CRD 136031SEC# 801-111987Livermore, CA
Reg. AUM
$182.9M
Employees
3
Accounts
126
Location
Livermore, CA
Altamont Wealth Management, Inc. assets under management
Altamont Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Livermore, CA. The firm has been registered since 2017. It reports $182.9 million in regulatory assets under management and employs 3 people.
Altamont Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Cole Mihalka Control | President/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Altamont Wealth Management, Inc. manage?
Altamont Wealth Management, Inc. reports $182.9 million in regulatory assets under management on its Form ADV.
How many employees does Altamont Wealth Management, Inc. have?
Altamont Wealth Management, Inc. reports 3 employees.
Where is Altamont Wealth Management, Inc. located?
Altamont Wealth Management, Inc. is based in Livermore, CA and has been SEC-registered since 2017.
Does Altamont Wealth Management, Inc. disclose fund performance?
Altamont Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 486 South K Street, Livermore, CA 94550-4515 |
| Phone | (925) 606-8181 |
| Fax | (925) 606-8282 |
| Office hours | 10:00 a.m. - 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.9M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$182.9Mregulatory AUM
Discretionary $0Non-discretionary $182.9M