Insights

Niche Market Focus Altum Wealth Advisors specializes in comprehensive wealth management and financial planning services for high-net-worth individuals, families, and business owners within Northern California, presenting opportunities to cross-sell tailored financial products and advanced planning solutions.

Technology Usage The company employs modern digital tools such as Google Cloud, Elementor, and Shopify, indicating openness to innovative technology deployments and potential partnerships for enhanced client engagement and digital service offerings.

Growth Potential With a revenue range of 1 to 10 million and a small team of under ten employees, Altum Wealth Advisors is positioned to expand its service offerings or geographic reach, presenting prospects for sales of new financial services or platform integrations.

Competitive Landscape Operating in a market alongside large firms like Charles Schwab and Fidelity, Altum Wealth Advisors likely targets clients seeking personalized, fiduciary-led advice, emphasizing opportunities to emphasize differentiated advisory tools or niche marketing strategies.

Client Engagement Offering employer-sponsored retirement services such as 401(k) plans indicates a potential avenue for sales of retirement plan management solutions, small business financial services, and customized employee benefit programs.

Altum Wealth Advisors Tech Stack

Altum Wealth Advisors uses 8 technology products and services including oEmbed, Shopify, Google Fonts API, and more. Explore Altum Wealth Advisors's tech stack below.

oEmbed

Dev Tools

Shopify

E-commerce

Google Fonts API

Font Scripts

Google Cloud

Infrastructure As A Service

Elementor

Page Builders

X-XSS-Protection

Security

Apache

Web Servers

Shortcodes Ultimate

Web Tools And Plugins

Altum Wealth Advisors Email Formats	Example	Percentage
First@altumwealth.com	John@altumwealth.com	25%
FLast@altumwealth.com	JDoe@altumwealth.com	25%
First@altumwealth.com	John@altumwealth.com	25%
FLast@altumwealth.com	JDoe@altumwealth.com	25%

Altum Wealth Advisors Email Formats

Example

Percentage

First@altumwealth.com

John@altumwealth.com

25%

FLast@altumwealth.com

JDoe@altumwealth.com

25%

First@altumwealth.com

John@altumwealth.com

25%

FLast@altumwealth.com

JDoe@altumwealth.com

25%

Frequently Asked Questions

Where is Altum Wealth Advisors's headquarters located?

Altum Wealth Advisors's main headquarters is located at 1074 East Ave, Suite T-1 Chico, CA 95926, US. The company has employees across 1 continents, including North America.

What is Altum Wealth Advisors's phone number?

You can contact Altum Wealth Advisors's main corporate office by phone at

+1-415-373-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Altum Wealth Advisors's official website and social media links?

Altum Wealth Advisors's official website is altumwealth.com and has social profiles on LinkedIn.

What is Altum Wealth Advisors's NAICS code?

Altum Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Altum Wealth Advisors have currently?

As of October 2025, Altum Wealth Advisors has approximately 3 employees across 1 continents, including North America. Key team members include Managing Director, Certified Financial Planner™: S. C.Managing Director, Wealth Strategist: M. C.Registered Associate: M. F.. Explore Altum Wealth Advisors's employee directory with LeadIQ.

What industry does Altum Wealth Advisors belong to?

Altum Wealth Advisors operates in the Financial Services industry.

What technology does Altum Wealth Advisors use?

Altum Wealth Advisors's tech stack includes oEmbedShopifyGoogle Fonts APIGoogle CloudElementorX-XSS-ProtectionApacheShortcodes Ultimate.

What is Altum Wealth Advisors's email format?

Altum Wealth Advisors's email format typically follows the pattern of First@altumwealth.com. Find more Altum Wealth Advisors email formats with LeadIQ.

When was Altum Wealth Advisors founded?

Altum Wealth Advisors was founded in 2012.

Altum Wealth Advisors

Q: What is Altum Wealth Advisors's official website and social media links?

Altum Wealth Advisors's official website is altumwealth.com. Altum Wealth Advisors has social profiles on LinkedIn.

Q: How many employees does Altum Wealth Advisors have currently?

Altum Wealth Advisors has approximately 3 employees.

Q: What technology does Altum Wealth Advisors use?

Altum Wealth Advisors's tech stack includes Google Fonts API, Cloudflare Bot Management, PHP, Vimeo, Nginx.

Financial ServicesUnited States2-10 Employees

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.

www.altumwealth.com

Insights

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