A
Altamont Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$127,229,250
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
78% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
LowAverage account size
$3,975,914
About
Altamont Wealth Management serves individuals, couples, non-profits, retirement plans, and corporations, with a client base that includes high-net-worth and individual clients. The firm provides investment portfolio management using primarily mutual funds and ETFs, along with limited-scope hourly financial planning and referrals to independent third‑party subadvisors when a specialized strategy is needed.
The firm constructs individualized, buy-and-hold diversified portfolios rather than using pre-designed model portfolios, beginning with an initial client interview and ongoing reviews to guide rebalancing and adjustments. Portfolio decisions and trades are presented to and approved by clients, and the firm states it manages assets on a non-discretionary basis with semi-annual fund reviews and continuous monitoring.
What is distinctive is that Altamont reports managing $182,866,843 entirely on a non-discretionary basis and does not accept investment discretion for client accounts, so clients retain final trade authority. The firm also commonly recommends subadvisors (often via a Schwab Managed Account platform) for larger bond or specialized mandates and relies on Schwab for custody and institutional support services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Active portfolio management
Tax-loss harvesting
Fee options
One-time setup fee of $1,000 to $2,000; additional fees for financial planning if requested
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.85% $1,500,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
$600 for initial consultation (approx. 2 hours), $300 per hour thereafter
Account minimum: $1,000,000 Minimum fee: $5,000 minimum annual fee
Main office location
Altamont Wealth Management, Inc.
486 South K Street
Livermore CA 94550-4515, United States
Number of offices
1
Most active in
Altamont Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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