Steven Cliadakis
Altum Wealth Advisors · Chico, California
Steven Cliadakis is a fee-only financial advisor at Altum Wealth Advisors in Chico, California, who holds the CFP credential. Steven focuses on retirement planning, sustainable & impact investing and small business owners. Altum Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Altum Wealth Advisors |
|---|---|
| Based in | Chico, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $135.0M across 421 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6101428 |
| Exams passed | Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.altumwealth.com |
| Profile |
How Steven's firm compares
- Altum Wealth Advisors's average account is about $321,000, from its Form ADV (assets managed divided by 421 accounts).
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Questions about Steven
Is Steven Cliadakis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Altum Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Altum Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Cliadakis based?
Steven Cliadakis is based in Chico, California.
What does Steven specialize in?
Steven's specialties include retirement planning, sustainable & impact investing and small business owners. Steven works with founders.
What credentials does Steven Cliadakis hold?
Steven Cliadakis holds the CFP credential.
Is Steven Cliadakis registered with the SEC?
Yes. Steven Cliadakis is registered as an investment adviser representative in CA and TX (CRD 6101428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altum Wealth Advisors manage?
Altum Wealth Advisors reports $135.0M across 421 accounts in assets under management.
How do I contact Steven Cliadakis?
Through Steven's website, www.altumwealth.com.
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
- Altum Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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