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Multi-Family OfficeRIA · CRD 301214SEC-Registered

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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...

Overview

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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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