# Altamont Wealth Management

Altamont Wealth Management is a Bank / Wealth / Trust based in Livermore, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Livermore, United States
- **Region:** North America
- **Address:** 486 So K Street, Livermore, CA 94550, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** altamontwealth.com
- **LinkedIn:** https://www.linkedin.com/company/altamont-capital-partners

## Regulatory record

- **CRD number:** 136031
- **SEC file number:** 801-111987
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136031

## About

Altamont Wealth Management registered as an investment advisor in 1996, serving clients from its single office at 486 So K Street in Livermore, California. The firm provides portfolio management and financial planning to a client base that spans individuals, couples, non-profit entities, retirement plans, and corporations. No named principals, professional biographies, or wealth-origin narrative appear on any currently accessible public-facing channel. The firm's investment strategy and deployment approach remain unobservable from public sources. Altamont Wealth Management's website, as of May 2026, displays a uniform 'under construction' notice across all subpages, including its strategy, portfolio, and team sections. No named portfolio companies, asset-class breakdowns, fund structures, or geographic investment footprints are discernible. Client types are the only operational detail available. Total assets under management, team size, and aggregate deployment figures are not publicly disclosed. No secondary offices, philanthropic foundations, adjacent operating businesses, or peer-network affiliations are verifiable. The firm's recent operational history is obscured by the website's prolonged overhaul; the last observable event is the current site's indefinite maintenance posture. Altamont's structural differentiator — to the limited extent one can be inferred — is its apparent reliance on direct, localized client relationships in the Tri-Valley area rather than public-facing institutional marketing infrastructure. The absence of an active website, LinkedIn presence, named team members, or SEC-filed public numbers places the firm outside the typical data-gathering scope of institutional allocators or fellow family offices.

## Questions

### What is Altamont Wealth Management's known posture on co-investments alongside external managers?

There is no public information on whether Altamont engages in co-investment activity. The firm's stated services are limited to portfolio management and financial planning, with no disclosed fund structures, SPVs, or club-deal participation. The absence of a strategy page or public filing makes any co-investment posture unobservable.

### What investment stages or asset classes does Altamont Wealth Management target?

No asset-class mix or stage coverage is publicly available. The website's strategy and portfolio pages remain under construction, and the firm has not published commentary, required regulatory filings, or interviews detailing its allocation framework, risk posture, or stage preferences.

## Related profiles

- [Allen & Company](https://altss.com/profile/allen-company)
- [Alternative Capital Partners](https://altss.com/profile/alternative-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/altamont-wealth-management

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