BAY CLIADAKIS & ASSOCIATES, LLC
Doing business as ALTUM WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$135,010,107
Discretionary
$123,109,322
Non-discretionary
$11,900,785
Firm details
- CRD number
- 301214
- SEC file number
- 801-132234
- Main office
- CHICO, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.