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Building 2ALTUM WEALTH ADVISORS, LLC

Map pinCHICO, CA
Phone530-924-0110
NotebookSEC #801-115297
Total AUM
$49.1M
Employees
3
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1074 E. AVE. SUITE T1
CHICO
CA 95926
United States
Operating Hours
8AM-5PM MONDAY - THURSDAY; 8AM - 2PM FRIDAY
Monday - Friday
Phone
530-924-0110
Other Offices
1

ReceiptFinancials

Total AUM
$49.1M
Accounts
202
Discretionary
$43.9M
Accounts
201
Non-Discretionary
$5.2M
Accounts
1

ContactClients

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Individual Clients
100
AUM
$14.9M
HNW Individual Clients
25
AUM
$26.4M
Pension/Profit Sharing Plan Clients
4
AUM
$6.6M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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