# Altum Wealth Advisors

Altum Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/altum-wealth-advisors

## Regulatory record

- **CRD number:** 301214
- **SEC file number:** 801-132234
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301214

## About

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.

## 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).

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- [Pinnacle Advisory Services, LLC](https://altss.com/profile/pinnacle-advisory-services-llc)
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Last updated: 2026-07-06T01:24:11.248Z

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