Altum Wealth Advisors Employee Directory

Q: What is Altum Wealth Advisors known for?

Altum Wealth Advisors was founded in 2012. Altum Wealth Advisors operates in the Financial Services industry.

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

Altum Wealth Advisors has approximately 3 employees.

Financial ServicesCalifornia, United 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

Find Altum Wealth Advisors employees' phone numbers or email addresses

Altum Wealth Advisors Global Highlights

North America
4

United States Of America
4

Altum Wealth Advisors's Leadership

S. C.
Managing Director, Certified Financial Planner™
Mobile Phone
Email
M. C.
Managing Director, Wealth Strategist
Mobile Phone
Email
M. F.
Registered Associate
Mobile Phone
Email

Altum Wealth Advisors Employee Metrics

100%

50%

2026

2025

2024

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Altum Wealth Advisors

Name

Title

Contact Info

Location

Last Update

S. C.
Managing Director, Certified Financial Planner™
Mobile Phone
Email
United StatesCalifornia
Jun 02, 2025
M. C.
Managing Director, Wealth Strategist
Mobile Phone
Email
United StatesCalifornia
Jun 05, 2025
M. F.
Registered Associate
Mobile Phone
Email
United StatesCalifornia
Jun 02, 2025

Frequently Asked Questions

What is Altum Wealth Advisors known for?

Altum Wealth Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1074 East Avenue, Suite T-1; 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?

Altum 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?

Altum Wealth Advisors has approximately 3 employees as of January 2026. These team members are located across 1 continents, including North America.

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

As of January 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.