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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $173.2M | $0 | $173.2M | 2 | 0 |
| Mar 2024 | $166.8M | $0 | $166.8M | 2 | 0 |
| Mar 2023 | $154.8M | $0 | $154.8M | 2 | 0 |
| Mar 2022 | $182.6M | $0 | $182.6M | 2 | 0 |
| Mar 2021 | $172.5M | $0 | $172.5M | 2 | 1 |
| May 2020 | $159.5M | $0 | $159.5M | 2 | 1 |
| Mar 2020 | $159.5M | $0 | $159.5M | 2 | 1 |
| Mar 2019 | $153.7M | $0 | $153.7M | 2 | 1 |
| Apr 2018 | $170.7M | $0 | $170.7M | 2 | 0 |
| Apr 2018 | $170.7M | $0 | $170.7M | 2 | 0 |
| Mar 2018 | $170.7M | $0 | $170.7M | 2 | 0 |
| Sep 2017 | $135.2M | $0 | $135.2M | 2 | 26 |
DateMar 2025
Total AUM$173.2M
Discretionary$0
Non-Disc.$173.2M
Employees2
Clients0
DateMar 2024
Total AUM$166.8M
Discretionary$0
Non-Disc.$166.8M
Employees2
Clients0
DateMar 2023
Total AUM$154.8M
Discretionary$0
Non-Disc.$154.8M
Employees2
Clients0
DateMar 2022
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees2
Clients0
DateMar 2021
Total AUM$172.5M
Discretionary$0
Non-Disc.$172.5M
Employees2
Clients1
DateMay 2020
Total AUM$159.5M
Discretionary$0
Non-Disc.$159.5M
Employees2
Clients1
DateMar 2020
Total AUM$159.5M
Discretionary$0
Non-Disc.$159.5M
Employees2
Clients1
DateMar 2019
Total AUM$153.7M
Discretionary$0
Non-Disc.$153.7M
Employees2
Clients1
DateApr 2018
Total AUM$170.7M
Discretionary$0
Non-Disc.$170.7M
Employees2
Clients0
DateApr 2018
Total AUM$170.7M
Discretionary$0
Non-Disc.$170.7M
Employees2
Clients0
DateMar 2018
Total AUM$170.7M
Discretionary$0
Non-Disc.$170.7M
Employees2
Clients0
DateSep 2017
Total AUM$135.2M
Discretionary$0
Non-Disc.$135.2M
Employees2
Clients26