RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, MISTE, LEEIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control
CLIADAKIS, STEVEN, HARRYIMANAGING MEMBERD Control

Registrations

Federal

IA
Feb 21, 2025 REGISTERED

Notice Filings (3)

CA NV TX

Address

1074 E. AVE. SUITE T1
CHICO, CA 95926
United States
Phone: 530-924-0110