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Altamont Wealth Management

EST. AUM
$182,866,843

CONTACTS
2

CLIENT ACCOUNTS
126

Firm Details

Metro area San Francisco
CRD Number 136031
Website altamontwealth.com
Client types

Overview

Altamont Wealth Management, established by Libby Mihalka in 1996, was the first fee-only firm in Livermore and the only CFA in the Tri-Valley at that time. The firm has since relocated to a historic Victorian building from the 1890s, situated two blocks from downtown Livermore at the corner of South K and 5th Streets. As the oldest fee-only firm serving Livermore, Pleasanton, and Dublin, Altamont Wealth Management offers over a decade of professional service and expertise.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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