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Altum Wealth Advisors

Altum Wealth Advisors Email Formats

Financial ServicesFlag of US1074 East Ave, Suite T-1, United States1-10 Employees

Altum Wealth Advisors Email Formats

Altum Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@altumwealth.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@altumwealth.com
100%

Key Contact at Altum Wealth Advisors

Flag of US

Steven Cliadakis

Managing Director, CERTIFIED FINANCIAL PLANNER™

Company overview

Headquarters1074 East Ave, Suite T-1, Chico, CA 95926, US
Phone number+15309240114
Website
NAICS52
SIC628
Keywords
Risk Management, Asset Management, Retirement Planning, Wealth Management, Financial Planning, Executive Compensation Planning
Founded2012
Employees1-10
Socials

About Altum Wealth Advisors

Altum Wealth Advisors is an independent investment advisory firm serving clients in the San Francisco Bay Area, Chico, and throughout Northern California. We provide: ◆ Comprehensive wealth management & financial planning services for individuals, families, & business owners ◆ Employer-sponsored retirement plan services, such as: 401(k), 403(b), 457 plans, for business owners Services include: ◆ Retirement planning and income strategies ◆ Investment portfolio design and management ◆ Risk management and insurance planning ◆ Strategies for concentrated equity positions ◆ Multigenerational strategies We are fiduciaries and pledge to always act in our clients’ best interests. www.altumwealth.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Altum Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Altum Wealth Advisors has never raised funding before.

Altum Wealth Advisors Tech Stack

Discover the technologies and tools that power Altum Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

jQuery

jQuery

JavaScript libraries

Nginx

Nginx

Reverse proxies

Shortcodes Ultimate

Shortcodes Ultimate

WordPress plugins

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

Font Awesome

Font Awesome

Font scripts

Vimeo

Vimeo

Video players

WordPress

WordPress

Blogs

jQuery Migrate

jQuery Migrate

JavaScript libraries

Google Analytics

Google Analytics

Analytics

Google Maps

Google Maps

Maps

Frequently asked questions

Altum Wealth Advisors is located in 1074 East Ave, Suite T-1, US.
You can reach Altum Wealth Advisors at +15309240114.
Altum Wealth Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.
Altum Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

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