Altamont Wealth Management, Inc.

Altamont Wealth Management, Inc. (CRD# 136031) is a financial advisory firm headquartered in Livermore, CA. They manage $91,332,091 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $2,854,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Altamont Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth C. Mihalka
CRD#: 4986247
486 South K Street, Livermore, CA 94550
90
Wealthminder
score

Elizabeth Mihalka (CRD# 4986247) is an Investment Advisor Representative working at Altamont Wealth Management, Inc. in Livermore, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.