Altamont Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Livermore, CA. Its latest Form ADV filing, dated March 18, 2026, reports $183M in regulatory assets under management, 3 employees, and 126 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.6% of total clients.
Top client categories% of clientsClients
1
HNWI
67.6%
25
2
Individuals
18.9%
7
3
Charitable
13.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of March 18, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$183M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$183M
Total Accounts126
10Y AUM Change+$48M (+35.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee12:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.