Multi-Family OfficeRIA · CRD 301214SEC-Registered

Updated:

Altum Wealth Advisors

Altum Wealth Advisors is an SEC-registered investment adviser in Chico, CA, registered since 2025. The firm manages $135 million in assets, with $123 million...

Altum Wealth Advisors

Altum Wealth Advisors is an SEC-registered investment adviser in Chico, CA, registered since 2025. The firm manages $135 million in assets, with $123 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Frequently asked questions

Who runs investment decisions at Altum Wealth Advisors?

No named investment professionals or team members have been publicly identified for Altum Wealth Advisors. The firm is registered as an RIA, which requires a Chief Compliance Officer, but that individual has not been named in public filings reviewed (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles