ALTAMONT WEALTH MANAGEMENT, INC.

LIVERMORE, California·1 registered advisor·CRD# 136031
SEC# 801-1119870(925) 606-8181
01

Firm Overview

AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALTAMONT WEALTH MANAGEMENT, INC.

1 registered advisor
Elizabeth Cole Mihalka
LIVERMORE, California
05

Office Locations

LIVERMORE, California
1 advisor

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Data sourced from SEC Form ADV filings. ALTAMONT WEALTH MANAGEMENT, INC. (CRD# 136031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.