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| Altamont Wealth Management Inc
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|
|---|---|
| CRD # | 136031 |
| SEC # | 801-111987 |
| CIK # | |
| AUM | $166.8 MM (2024-03-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-606-8181 |
| Address | 486 South K Street Livermore, CA 94550-4515 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.4 |
| (b) Individuals (high net worth individuals) | 28 | 122.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 43.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 166.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 110 | 166.8 |
| Total | 110 | 166.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.8 | |
| Total | 110 | 166.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Browning Capital Management LLC
✚
|
OR | 0.2 |
|
Gunn & Company Investment Management Inc
✚
|
FL | 0.2 |
|
Mosaic Wealth Management LLC
✚
|
GA | 0.2 |
|
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |
|
Center for Wealth Management LLC
✚
|
OH | 0.2 |
|
The Westchester Group LLC
✚
|
OH | 0.2 |
|
Salus Financial Advisors LLC
✚
|
CO | 0.2 |
|
Position Wealth LLC
✚
|
TX | 0.2 |
|
Meridian Capital Management Group Inc
✚
|
OH | 0.2 |
|
Masus Financial Group Ltd
✚
|
IL | 0.2 |