# Altum Wealth Advisors

> Altum Wealth Advisors is an SEC-registered investment advisory firm in Chico, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 301214
- Filed as: ALTUM WEALTH ADVISORS
- Legal name: Bay Cliadakis & Associates, LLC
- Also doing business as: ALTUM WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chico, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301214
- AdvisorCensus page: https://advisorcensus.com/firm/altum-wealth-advisors-chico-ca-301214

## Quick answers

**How is Altum Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Altum Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Altum Wealth Advisors located?**
Altum Wealth Advisors' principal office is in Chico, CA, according to its Form ADV.

**Is Altum Wealth Advisors registered with the SEC or a state?**
Altum Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 301214.

**How much does Altum Wealth Advisors manage?**
Altum Wealth Advisors reports $135,010,107 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (91% discretionary).

**How have Altum Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Altum Wealth Advisors: Regulatory assets under management: $123,937,028 in the October 2025 data and $135,010,107 in the October 2026 data, up 9%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altum Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (58); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Altum Wealth Advisors use?**
Altum Wealth Advisors' 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 Altum Wealth Advisors 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/301214

## From the Form ADV filing

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

### 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: $135,010,107
- Discretionary: $123,109,322
- Non-discretionary: $11,900,785

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 182 | $45,510,389 |
| High net worth individuals | 58 | $77,598,933 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $11,900,785 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altumwealth.com
- yelp.com/biz/altum-wealth-advisors-chico
- Facebook @AltumWealth
- LinkedIn @altum-wealth-advisors
- X @altumwealth
- YouTube @altumwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $123,937,028 | 3 | February 21, 2025 |
| October 2026 | $135,010,107 | 3 | March 23, 2026 |

Regulatory assets under management: $123,937,028 in the October 2025 data and $135,010,107 in the October 2026 data, up 9%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altum Wealth Advisors (CRD 301214): Form ADV filing data as of October 2026.