A complete list of active advisors currently associated with Altum Wealth Advisors

Warmer can help you find a great advisor at Altum Wealth Advisors or one who fits your needs even better.

Altum Wealth Advisors is a privately owned advisory firm with two advisors serving roughly 240 clients, primarily individuals (including high‑net‑worth clients), as well as trusts, retirement plans and business entities. It offers discretionary asset management (including stocks, bonds, ETFs, mutual funds and options), standalone financial planning and retirement plan consulting. The firm describes a tailored, portfolio‑level approach that combines fundamental analysis, Modern Portfolio Theory and sector analysis with a range of asset‑allocation techniques (strategic, dynamic, tactical and core‑satellite) and ongoing monitoring and rebalancing. Its advisory materials explicitly discuss the use of options and other derivatives as part of asset‑management strategies and set procedures for implementing those strategies within client risk tolerances. Compared with many peers, the brochure discloses two features that are less common: the firm calls out third‑party ratings in its public materials and it documents the use of derivatives/options in managed accounts. The brochure also notes that its representatives operate as registered representatives and licensed insurance agents and that the firm participates in a custodial arrangement that provides research and operational benefits, which can create conflicts the firm says it manages through disclosures and its code of ethics.

To learn more about the advisors currently working at Altum Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.