Elizabeth Mihalka
Altamont Wealth Management · Livermore, California
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.
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Facts
| Firm | Altamont Wealth Management |
|---|---|
| Based in | Livermore, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $182.9M across 126 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4986247 |
| Firm size | 3 employees |
| Disclosures | None reported |
How Elizabeth's firm compares
- Altamont Wealth Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Elizabeth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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