Altum Wealth Advisors

Altum Wealth Advisors Independent fiduciary wealth management & financial planning for individuals, retirees, business owners & entrepreneurs throughout California & Nevada.

Portfolio management, retirement planning, tax-efficient investment strategies. www.altumwealth.com

05/25/2026
05/21/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

05/14/2026

The Labor Department has proposed a rule that offers some relief for employers considering alternative assets.

05/07/2026

Crypto scammers are professional con artists. Here are some red flags to watch out for.

04/30/2026

The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA ("qualified charitable distributions," or...

04/23/2026

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

Address

1074 East Avenue Ste. T1
Chico, CA
95926

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2pm

Telephone

+15309240110

Website

https://www.altumwealth.com/miste-cliadakis/, https://www.altumwealth.com/steven-cliadakis-

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