Altum Wealth Advisors is an independent investment advisory firm serving clients in the San Francisco Bay Area, Chico, and throughout Northern California.

Finance

Altum Wealth Advisors

Managing Directors

Miste Cliadakis

Steve Cliadakis

The leadership team at Altum Wealth Advisors has experience working as financial advisors and certified financial planners at companies such as First Allied Securities and Bay Cliadakis & Associates. The team also has experience in management, specifically in the technology industry. This combination of experience and education gives the team the skillset needed to provide comprehensive wealth management services to clients.

Leadership Team

About

Team members

Other teams at Altum Wealth Advisors

CEO and Executive Team