# Elizabeth Mihalka

> Elizabeth Mihalka is a fee-only financial advisor at Altamont Wealth Management in Livermore, California, who holds the CFA credential. Altamont Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-mihalka/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Altamont Wealth Management
- **Based in:** Livermore, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $182.9M across 126 accounts
- **Credentials:** CFA
- **CRD:** 4986247 (https://adviserinfo.sec.gov/individual/summary/4986247)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Elizabeth Mihalka a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Altamont Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Altamont Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Elizabeth Mihalka based?

Elizabeth Mihalka is based in Livermore, California.

### What credentials does Elizabeth Mihalka hold?

Elizabeth Mihalka holds the CFA credential.

### Is Elizabeth Mihalka registered with the SEC?

Yes. Elizabeth Mihalka is registered as an investment adviser representative in CA (CRD 4986247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altamont Wealth Management manage?

Altamont Wealth Management reports $182.9M across 126 accounts in assets under management.

### How do I contact Elizabeth Mihalka?

Contact details aren't on file yet. Search for Altamont Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4986247): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.