Overview
Assets Under Management: $135 million
Headquarters: CHICO, CA
High-Net-Worth Clients: 58
Average Client Assets: $1.3 million
Frequently Asked Questions
ALTUM WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301214), ALTUM WEALTH ADVISORS is subject to fiduciary duty under federal law.
ALTUM WEALTH ADVISORS is headquartered in CHICO, CA.
ALTUM WEALTH ADVISORS serves 58 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ALTUM WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALTUM WEALTH ADVISORS manages $135 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ALTUM WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.48%
Average Client Assets: $1.3 million
Total Client Accounts: 421
Discretionary Accounts: 420
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 301214
Filing ID: 2079619
Last Filing Date: 2026-03-23 12:32:43