Altum Wealth Advisors
Altum Wealth Advisors is an SEC-registered mass-market adviser in Chico, CA with $135.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Altum Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301214, SEC 801-132234, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $135.0M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Chico, CA
- Employees
- 3
- Clients
- 241
- CRD
- 301214
- Ownership
- CLIADAKIS, MISTE, LEE; CLIADAKIS, STEVEN, HARRY
How much AUM does Altum Wealth Advisors have?
Altum Wealth Advisors reported $135.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Altum Wealth Advisors?
Disclosed owners and executives of Altum Wealth Advisors include CLIADAKIS, MISTE, LEE, CLIADAKIS, STEVEN, HARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.