Altum Wealth Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1074 East Ave Ste T1, Chico, California,...

Phone Number

(530) 924-0110

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
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1
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About Altum Wealth Advisors

Altum Wealth Advisors (AWA) is an independent investment advisory firm that offers comprehensive wealth management, financial planning, and investment management services. They cater to individuals, families, business owners, and entrepreneurs, providing tailored financial solutions that prioritize clients' interests. AWA also specializes in establishing and managing employer-sponsored retirement plans for businesses of all sizes. Their services include sustainable investing, retirement planning, and support for independent women and entrepreneurs, ensuring a personalized approach to financial management.Explore more
Altum Wealth Advisors's Social MediaPopular SearchesAltum Wealth Advisors LLCAltum Wealth AdvisorsBay, Cliadakis & Associates LLCAltum Wealth Advisors| S Cliadakis, CFP®Altum Wealth Advisors - HomeSIC Code 62,628NAICS Code 52,523Show more

Altum Wealth Advisors Org Chart

PhoneEmail
MC
United States flag for contact location.

Managing Director, Wealth Strategist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Altum Wealth Advisors

$5.7M
1-10
Private
-
2012
MC
Miste CliadakisManaging Director, Wealth Strategist
$5M
1-10
Private
-
2009
RG
Ryan GloverChief Investment Officer
<$5M
1-10
Private
<$5M
2014
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Altum Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Altum Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Altum Wealth Advisors.

Altum Wealth Advisors Tech Stack

A closer look at the technologies used by Altum Wealth Advisors

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Frequently Asked Questions Regarding Altum Wealth Advisors

What is Altum Wealth Advisors's official website?
Altum Wealth Advisors's official website is www.altumwealth.com
What is Altum Wealth Advisors's Revenue?
Altum Wealth Advisors's revenue is $5.7 Million
What is Altum Wealth Advisors's SIC code?
Altum Wealth Advisors's SIC: 62,628
What is Altum Wealth Advisors's NAICS code?
Altum Wealth Advisors's NAICS: 52,523
How many employees does Altum Wealth Advisors have?
Altum Wealth Advisors has 1-10 employees
What industry does Altum Wealth Advisors belong to?
Altum Wealth Advisors is in the industry of: Finance, Securities Trading
What is Altum Wealth Advisors competition?
Altum Wealth Advisors top competitors include: Core Wealth Management, Tarheel Advisors, Focus Financial Network, Dechtman Wealth Management
What technology does Altum Wealth Advisors use?
Some of the popular technologies that Altum Wealth Advisors uses are: Microsoft 365, Google Workspace, Hostgator, Microsoft Exchange Online
How do I contact Altum Wealth Advisors?
Altum Wealth Advisors contact info: Phone number: (530) 924-0110 Website: www.altumwealth.com
What does Altum Wealth Advisors do?

Altum Wealth Advisors (AWA) is an independent investment advisory firm that offers comprehensive wealth management, financial planning, and investment management services. They cater to individuals, families, business owners, and entrepreneurs, providing tailored financial solutions that prioritize clients' interests. AWA also specializes in establ... ishing and managing employer-sponsored retirement plans for businesses of all sizes. Their services include sustainable investing, retirement planning, and support for independent women and entrepreneurs, ensuring a personalized approach to financial management.Read More

What are Altum Wealth Advisors social media links?
Altum Wealth Advisors Linkedin page Altum Wealth Advisors Twitter page Altum Wealth Advisors Facebook page
Is Altum Wealth Advisors a public company?
Altum Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Altum Wealth Advisors

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