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Building 2ALTUM WEALTH ADVISORS

Map pinCHICO, CA
Phone530-924-0110
NotebookSEC #801-132234
Total AUM
$135M
Employees
3
Clients
241

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

ReceiptFinancials

Total AUM
$135M
Accounts
421
Discretionary
$123.1M
Accounts
420
Non-Discretionary
$11.9M
Accounts
1

ContactClients

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Individual Clients
182
AUM
$45.5M
HNW Individual Clients
58
AUM
$77.6M
Pension/Profit Sharing Plan Clients
1
AUM
$11.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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

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