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Altum Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Altum Wealth Advisors is a small, independent investment advisory firm based in Chico, California. It provides comprehensive wealth management and financial planning for individuals, families, and business owners, as well as services to support employer-sponsored retirement plans such as 401(k), 403(b), and 457 plans. Services cover retirement income strategies, portfolio design and management, risk management and insurance planning, strategies for concentrated equity positions, and multigenerational planning. The firm operates as a fiduciary, pledging to act in its clients' best interests.

The firm serves clients across the San Francisco Bay Area, Chico, and Northern California. As a small, independent practice, it emphasizes individualized advisory services.

Find Altum Wealth Advisors employees' phone numbers or email addresses

Altum Wealth Advisors Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Altum Wealth Advisors's Leadership

  • Stylized image of a person
    S. C.
    Managing Director, Certified Financial Planner™
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Managing Director, Wealth Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    Registered Associate
    Phone icon
    Mobile Phone

Altum Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Altum Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. C.
    Managing Director, Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Jun 02, 2025
  • Stylized image of a person
    M. C.
    Managing Director, Wealth Strategist
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Jun 05, 2025
  • Stylized image of a person
    M. F.
    Registered Associate
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Jun 02, 2025

Frequently Asked Questions

What is Altum Wealth Advisors known for?

Minus sign iconPlus sign iconAltum Wealth Advisors was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-415-373-****
. Explore Altum Wealth Advisors's company overview page for more information.

What is Altum Wealth Advisors's most common email format?

Minus sign iconPlus sign iconAltum Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Altum Wealth Advisors email formats with LeadIQ.

How many employees does Altum Wealth Advisors have currently?

Minus sign iconPlus sign iconAltum Wealth Advisors has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Altum Wealth Advisors's key employees and leadership?

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As of July 2026, Altum Wealth Advisors's key employees include:

  • Managing Director, Certified Financial Planner™: S. C.
  • Managing Director, Wealth Strategist: M. C.
  • Registered Associate: M. F.

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