A
$182.9M Total AUM
$0 Disc. AUM
5.7% 3Y CAGR
3 Employees
37 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-26-2008
- Office Locations
- 1
Office Locations
486 South K Street Livermore CA
About Altamont Wealth Management, Inc.
Altamont Wealth Management, Inc. is a Livermore-based RIA. The firm has been operating for 17 years. Managing $182.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$182.9M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
17.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ELIZABETH COLE MIHALKA
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4986247
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $182,866,843 | $1,451,324 |
| Total | $182,866,843 | $1,451,324 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Cash:
Available Private Funds:
Available Equity - Exchange:
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Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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