Altum Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chico, CA. Its latest Form ADV filing, dated March 23, 2026, reports $135M in regulatory assets under management, 3 employees, and 421 accounts.
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
182
2
HNWI
24.1%
58
3
Pension Plans
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of March 23, 2026
Discretionary91.2%
$123M
91% of total RAUM91.2%
Non-discretionary8.8%
$12M
9% of total RAUM8.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts421
10Y AUM Change+$135M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee80:1
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.