{
  "crd_number": 136031,
  "slug": "altamont-wealth-management-inc-livermore-ca-136031",
  "primary_business_name": "ALTAMONT WEALTH MANAGEMENT, INC.",
  "legal_name": "ALTAMONT WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Livermore",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-30",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-07",
  "carried_forward": false,
  "raum_total": 182866843.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 182866843.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 55637593.0,
      "count": 5
    },
    "individuals": {
      "raum": 6246178.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 120983072.0,
      "count": 25
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/in/libbymihalka"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136031",
  "city_as_filed": "LIVERMORE",
  "url": "https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031",
  "display_name": "Altamont Wealth Management, Inc.",
  "summary": "Altamont Wealth Management, Inc. is an SEC-registered investment advisory firm in Livermore, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.",
  "citation": "AdvisorCensus. Altamont Wealth Management, Inc. (CRD 136031): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Altamont Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Altamont Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Altamont Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $1,000 to $2,000 (setup fee, including establishing client goals, investment plan, and…); Hourly rate: $300 an hour (consulting services provided after the meeting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Altamont Wealth Management, Inc. located?",
      "a": "Altamont Wealth Management, Inc.'s principal office is in Livermore, CA, according to its Form ADV."
    },
    {
      "q": "Is Altamont Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Altamont Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 136031."
    },
    {
      "q": "How much does Altamont Wealth Management, Inc. manage?",
      "a": "Altamont Wealth Management, Inc. reports $182,866,843 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (0% discretionary)."
    },
    {
      "q": "How have Altamont Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Altamont Wealth Management, Inc.: Regulatory assets under management: $172,459,625 in the October 2021 data and $182,866,843 in the October 2026 data, up 6%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Altamont Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (7); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Altamont Wealth Management, Inc. use?",
      "a": "Altamont Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Altamont Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136031"
    },
    {
      "q": "Does Altamont Wealth Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"Generally, we require that clients maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 172459625.0,
      "total_employees": 2,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 182568174.0,
      "total_employees": 2,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 154809783.0,
      "total_employees": 2,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 166766569.0,
      "total_employees": 2,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 173200722.0,
      "total_employees": 2,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 182866843.0,
      "total_employees": 3,
      "filing_date": "2026-08-07"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [
      "Flat fee: $1,000 to $2,000 (setup fee, including establishing client goals, investment plan, and…)",
      "Hourly rate: $300 an hour (consulting services provided after the meeting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, we require that clients maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "Minimum annual fee: $5,000"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $2,000 (setup fee, including establishing client goals, investment plan, and…)"
        ],
        "quotes": [
          "individual and trust clients will pay a one-time setup fee of $1,000 to $2,000 at the time the contract is signed. The setup fee includes us establishing client goals, investment plan, and setting up necessary brokerage accounts."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (consulting services provided after the meeting)"
        ],
        "quotes": [
          "Any consulting services provided after the meeting will be billed at an hourly rate $300 per hour and shall be due and payable as incurred."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": 5000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 2000.0,
          "period": "one_time",
          "service": "setup fee, including establishing client goals, investment plan, and setting up necessary brokerage accounts"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting services provided after the meeting"
        }
      ]
    },
    "quotes": [
      "Generally, we require that clients maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion.",
      "Minimum annual fee: $5,000",
      "individual and trust clients will pay a one-time setup fee of $1,000 to $2,000 at the time the contract is signed. The setup fee includes us establishing client goals, investment plan, and setting up necessary brokerage accounts.",
      "Any consulting services provided after the meeting will be billed at an hourly rate $300 per hour and shall be due and payable as incurred."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6246178.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 120983072.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 55637593.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136031",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}