PPrivate Fund Data Log in Join · $37/mo

Altamont Wealth Management, Inc.

● SEC registered since 2017CRD 136031SEC# 801-111987Livermore, CA
Export (members)
Reg. AUM
$173.2M
Employees
2
Accounts
104
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 $173.2 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/libbymihalkaView on SEC.gov ↗

Altamont Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Elizabeth Cole Mihalka ControlPresident/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Altamont Wealth Management, Inc. manage?

Altamont Wealth Management, Inc. reports $173.2 million in regulatory assets under management on its Form ADV.

How many employees does Altamont Wealth Management, Inc. have?

Altamont Wealth Management, Inc. reports 2 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

Address486 South K Street, Livermore, CA 94550-4515
Phone(925) 606-8181
Fax(925) 606-8282
Office hours10:00 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$173.2M
Total (RAUM)$173.2M