← Tributary

ALTAMONT WEALTH MANAGEMENT, INC.

LIVERMORE, CA · CRD 136031 · IAPD ↗ · (925) 606-8181

$182.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — ALTAMONT WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.