BAY CLIADAKIS & ASSOCIATES, LLC
Legal name: ALTUM WEALTH ADVISORS
CRD #301214 SEC #801-132234 CHICO, CA 530-924-0110
SEC Registered
Total AUM
$123.9M
Discretionary
$113.9M
Employees
3
Clients
10
Accounts
392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $123.9M | $113.9M | $10M | 3 | 0 |
| Feb 2025 | $123.9M | $113.9M | $10M | 3 | 0 |
| Aug 2019 | $49.1M | $43.9M | $5.2M | 3 | 0 |
| Aug 2019 | $49.1M | $43.9M | $5.2M | 2 | 0 |
| Aug 2019 | $49.1M | $43.9M | $5.2M | 2 | 0 |
| Jun 2019 | $0 | $0 | $0 | 2 | 0 |
| May 2019 | $0 | $0 | $0 | 2 | 0 |
| Apr 2019 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$123.9M
Discretionary$113.9M
Non-Disc.$10M
Employees3
Clients0
DateFeb 2025
Total AUM$123.9M
Discretionary$113.9M
Non-Disc.$10M
Employees3
Clients0
DateAug 2019
Total AUM$49.1M
Discretionary$43.9M
Non-Disc.$5.2M
Employees3
Clients0
DateAug 2019
Total AUM$49.1M
Discretionary$43.9M
Non-Disc.$5.2M
Employees2
Clients0
DateAug 2019
Total AUM$49.1M
Discretionary$43.9M
Non-Disc.$5.2M
Employees2
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0