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About Altum Wealth Advisors

Altum Wealth Advisors is an independent investment advisory firm with offices in San Francisco and Chico, CA.

We have over 20 years of combined experience serving clients in Butte, Glenn, Tehama, Colusa, and San Francisco Counties, and clients throughout the North State.

As independent financial advisors, we provide comprehensive wealth management, financial planning, and investment management services to individuals, families, trusts, estates, business owners, professionals, and entrepreneurs.

In addition, we provide retirement plan, pension plan, and other qualified plan services, such as 401(k) and 403(b) plans, for plan sponsors and their participants.

As independent financial advisors, we are fiduciaries and pledge to always act in our clients’ best interests.

 
We take an objective, unbiased approach to financial planning and wealth management tailoring each unique plan to work toward enhancing, protecting, and ultimately transferring our clients’ wealth.

We help clients work toward achieving their financial goals in a number of areas, including:

  • Retirement planning and income strategies
  • Comprehensive financial planning
  • Investment portfolio design and management
  • Risk management and insurance planning
  • Strategies for concentrated equity positions
  • Multigenerational strategies

Learn Why We’re Different ❯


TD Altum WealthTD Ameritrade Institutional

At Altum Wealth Advisors, client assets are held at custodian, TD Ameritrade Institutional.

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 7,000 fee-based, independent RIAs and their clients. The firm’s advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

A custodian is a financial institution that maintains regulatory responsibilities for holding and safeguarding assets in a client’s brokerage account. Additional responsibilities include recordkeeping and handling the execution, clearance, and settlement of transactions.

 
TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. For more information about TD Ameritrade Institutional, click here.


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