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.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
115
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MC
Miste Cliadakis
Managing Director, Wealth Strategist · General Business & Management
EmailPhone - SC
Steven Cliadakis
Managing Director, Certified Financial Plannertm · Finance & Accounting
EmailPhone - MF
Melanie Fingleton
Registered Associate · Finance & Accounting
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Altum Wealth Advisors
3 distinct titles indexed · top 3 shown.
- 1managing director, certified financial plannertm
- 1managing director, wealth strategist
- 1registered associate
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