# Altamont Wealth Management, Inc.

> 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.

- CRD: 136031
- Filed as: ALTAMONT WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Livermore, CA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136031
- AdvisorCensus page: https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031

## Quick answers

**How is Altamont Wealth Management, Inc. compensated?**
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).

**How much does Altamont Wealth Management, Inc. charge?**
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.

**Where is Altamont Wealth Management, Inc. located?**
Altamont Wealth Management, Inc.'s principal office is in Livermore, CA, according to its Form ADV.

**Is Altamont Wealth Management, Inc. registered with the SEC or a state?**
Altamont Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 136031.

**How much does Altamont Wealth Management, Inc. manage?**
Altamont Wealth Management, Inc. reports $182,866,843 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (0% discretionary).

**How have Altamont Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Altamont Wealth Management, Inc. serve?**
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).

**Which custodians does Altamont Wealth Management, Inc. use?**
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.

**Does Altamont Wealth Management, Inc. report any disciplinary disclosures?**
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

**Does Altamont Wealth Management, Inc. state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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

> Minimum annual fee: $5,000

- Flat fee: $1,000 to $2,000 (setup fee, including establishing client goals, investment plan, and…)

> 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.

- Hourly rate: $300 an hour (consulting services provided after the meeting)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $182,866,843
- Discretionary: $0
- Non-discretionary: $182,866,843

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $6,246,178 |
| High net worth individuals | 25 | $120,983,072 |
| Charitable organizations | 5 | $55,637,593 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @libbymihalka

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,459,625 | 2 | March 29, 2021 |
| October 2022 | $182,568,174 | 2 | March 25, 2022 |
| October 2023 | $154,809,783 | 2 | March 17, 2023 |
| October 2024 | $166,766,569 | 2 | March 5, 2024 |
| October 2025 | $173,200,722 | 2 | March 20, 2025 |
| October 2026 | $182,866,843 | 3 | August 7, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altamont Wealth Management, Inc. (CRD 136031): Form ADV filing data as of October 2026.