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Building 2ALTAMONT WEALTH MANAGEMENT, INC.

Map pinLIVERMORE, CA
Phone(925) 606-8181
NotebookSEC #801-111987
Total AUM
$182.9M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
486 SOUTH K STREET
LIVERMORE
CA 94550-4515
United States
Operating Hours
10:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
(925) 606-8181

ReceiptFinancials

Total AUM
$182.9M
Accounts
126
Discretionary
$0
Accounts
0
Non-Discretionary
$182.9M
Accounts
126

ContactClients

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Individual Clients
7
AUM
$6.2M
HNW Individual Clients
25
AUM
$121M
Charitable Organization Clients
5
AUM
$55.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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