← Back to searchVisit website
ALTAMONT WEALTH MANAGEMENT, INC.
CRD 136031 · SEC 801-111987
486 SOUTH K STREET, LIVERMORE, CA, 94550-4515, United States
Phone
(925) 606-8181
Fax
(925) 606-8282
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.9M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $6.2M |
| High net worth individuals | 25 | $121.0M |
| Charitable organizations | 5 | $55.6M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD