ALTAMONT WEALTH MANAGEMENT, INC.
CRD #136031 SEC #801-111987 LIVERMORE, CA (925) 606-8181
SEC Registered
Total AUM
$173.2M
Discretionary
$0
Employees
2
Clients
0
Accounts
104
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MIHALKA, ELIZABETH, COLE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (1)
CA
Address
486 SOUTH K STREETLIVERMORE, CA 94550-4515
United States
Phone: (925) 606-8181