Altum Wealth Advisors

Altum Wealth Advisors (CRD# 301214) is a financial advisory firm headquartered in Chico, CA. They manage $109,664,354 in 367 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1074 E. Ave. Suite T1, Chico, CA 95926
https://www.facebook.com/altumwealth
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $298,813
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Altum Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Miste Cliadakis, financial advisor Chico CA
Miste L. Cliadakis
CRD#: 4053534
1074 E. Ave. Suite T1, Chico, CA 95926

Miste Cliadakis (CRD# 4053534) is an Investment Advisor Representative working at Altum Wealth Advisors in Chico, CA and has over 24 years of experience in the finance industry.

2
Steven Cliadakis, financial advisor Chico CA
Steven H. Cliadakis
CRD#: 6101428
1074 E. Ave. Suite T1, Chico, CA 95926

Steven Cliadakis (CRD# 6101428) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in San Francisco, CA and has over 4 years 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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