59
Growth Score
pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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975044
Altum Wealth Advisors provide Comprehensive wealth management & financial planning services for individuals, families, & business owners.
About the Company
Altum Wealth Advisors is a client-focused, independent investment advisory firm in the San Francisco Bay Area, Chico, CA, and Northern California. These advisors provide comprehensive wealth management, financial planning, investment services, retirement, and pension plan advice, to individuals, families, trusts and estates, business owners, and
professionals. Their fiduciary obligations involve always acting in their clients' best interests. These professionals are free to consider thousands of investment options as potential solutions for their clients, unlike brokers and sales representatives. Their sales quotas do not put any pressure or incentives on them to sell proprietary products.
