Altamont Wealth Management, Inc.

Altamont Wealth Management, Inc. (CRD# 136031) is a financial advisory firm headquartered in Livermore, CA. They manage $166,766,569 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
486 South K Street, Livermore, CA 94550
https://www.linkedin.com/in/libbymihalka
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $1,516,060
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 Mihalka, financial advisor Livermore CA
Elizabeth C. Mihalka
CRD#: 4986247
486 South K Street, Livermore, CA 94550

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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