ALTAMONT WEALTH MANAGEMENT, INC.

ALTAMONT WEALTH MANAGEMENT, INC. of LIVERMORE, CA is an SEC-registered investment adviser (CRD 136031). Regulatory assets under management: $182.9M.

Registration

• CRD: 136031
• SEC file number: 801-111987
• Type: Registered investment adviser
• Location: 486 SOUTH K STREET, LIVERMORE, CA, 94550-4515
• Phone: (925) 606-8181
• Latest filing: 2026-08-07
• Regulatory AUM: $182.9M
• Non-discretionary AUM: $182.9M
• Clients: 3
• Accounts: 126

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search