ALTAMONT WEALTH MANAGEMENT, INC.

486 South K Street
Livermore, California 94550-4515
Tel: (925) 606-8181

About ALTAMONT WEALTH MANAGEMENT, INC.

ALTAMONT WEALTH MANAGEMENT, INC, formally registered with the SEC as ALTAMONT WEALTH MANAGEMENT, INC. The firm was established in 10/30/2017. They have over 1 offices throughout the country.

ALTAMONT WEALTH MANAGEMENT, INC. is a Livermore, California based Financial Planning firm with nearly $166,766,569 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136031
SEC#	801-111987
Assets Managed by Firm	$166,766,569
No. of Clients	110
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	110	$166,766,569
Individuals (other than high net worth individuals)	2	$358,566
High net worth individuals	28	$122,754,378
Charitable organizations	2	$43,653,625

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