This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeTimber
- Established Date
- 05-17-2019
- Office Locations
- 1
Office Locations
About Altum Wealth Advisors
Altum Wealth Advisors is a Chico, CA RIA providing retirement-focused financial planning and portfolio management for individuals, with added expertise for independent women and entrepreneurs facing stock options or concentrated positions. The firm also designs and manages employer-sponsored 401(k) plans with fiduciary support, and offers sustainable/ESG portfolio options. Custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MISTE LEE CLIADAKIS
Chief Compliance Officer, Managing Member
- CRD
- #4053534
- Ownership
- 50% but less than 75%
STEVEN HARRY CLIADAKIS
Certified Financial Planner, Managing Member
- CRD
- #6101428
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,109,322 | $293,117 |
| Non-Discretionary | $11,900,785 | $11,900,785 |
| Total | $135,010,107 | $320,689 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $135,010,107
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $343,913,175 | 17.8% |
| Public Funds | $434,721,710 | 22.5% |
| Cash | $318,795,920 | 16.5% |
| Corporate - Investment Grade | $455,974,771 | 23.6% |
| Municipal Bonds | $378,690,911 | 19.6% |
| Total | $1,932,096,487 | 100.0% |