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| Keyboard |
| Altamira Financial Group LLC
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|---|---|
| CRD # | 316907 |
| SEC # | 801-132045 |
| CIK # | |
| AUM | 130.3 M (2026-03-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 505-477-3334 |
| Address | 1012 Marquez Place Santa Fe, NM 87505 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 20.2 |
| (b) Individuals (high net worth individuals) | 16 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 130.3 |
| By Discretionary | ||
| Discretionary | 210 | 130.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 210 | 130.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.3 | |
| Total | 210 | 130.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Agemy Wealth Advisors LLC
✚
|
CO | 130.5 M |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 130.5 M |
|
Equilibria Wealth Management LLC
✚
|
TX | 130.4 M |
|
Sartorial Wealth Inc
✚
|
130.4 M | |
|
The Sherry Group Inc
✚
|
AR | 130.3 M |
|
Peakvalley Wealth LLC
✚
|
VA | 130.3 M |
|
Alliance of Wealth Advisors LLC
✚
|
SD | 130.2 M |
|
Arbus Capital Management LLC
✚
|
130.2 M | |
|
Solist Wealth LLC
✚
|
FL | 130.1 M |
|
Wise Wealth Management LLC
✚
|
NY | 130.1 M |