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ALTUM WEALTH ADVISORS

CHICO, CA · CRD 301214 · IAPD ↗ · yelp.com · 530-924-0110

$135.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — ALTUM WEALTH ADVISORS (CHICO, CA) is newly SEC-registered with $123.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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