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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...
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).
How does Altum Wealth Advisors source proprietary deal flow?
Altum Wealth Advisors has not disclosed any proprietary deal sourcing process. As an RIA, it may rely on third-party funds, managed accounts, and traditional broker-dealer relationships rather than direct deal origination (public record).
Is Altum Wealth Advisors structured as a single family office or does it operate more like a venture firm?
Altum Wealth Advisors is a multi-family office structured as a registered investment advisor (RIA). It is not a venture firm; its focus is wealth management for multiple families (public record).
Does Altum Wealth Advisors participate in fund commitments or only direct deals?
No public information confirms whether Altum Wealth Advisors commits to funds or direct deals. As an RIA serving families, it likely allocates client capital to third-party funds and managed accounts (public record).
What investment stages does Altum Wealth Advisors typically target?
Altum Wealth Advisors has not publicly specified its stage targets. Given its RIA structure, it likely focuses on liquid public markets and traditional private equity or real estate funds rather than early-stage deals (public record).
Profile maintained by Altss 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.
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