Altamont Wealth Management, Inc.
Altamont Wealth Management, Inc. is an SEC-registered wealth manager in Livermore, CA with $182.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Altamont Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136031, SEC 801-111987, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $182.9M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Livermore, CA
- Employees
- 3
- Clients
- 37
- CRD
- 136031
- Ownership
- MIHALKA, ELIZABETH, COLE
How much AUM does Altamont Wealth Management, Inc. have?
Altamont Wealth Management, Inc. reported $182.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Altamont Wealth Management, Inc.?
Disclosed owners and executives of Altamont Wealth Management, Inc. include MIHALKA, ELIZABETH, COLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.