Elizabeth Mihalka has been President/Chief Compliance Officer of Altamont Wealth Management since December 2007, is a control person of the firm and directly owns 75% or more of it.
Altamont Wealth Management, Inc. is a Livermore, CA firm with $183M under management, 37 clients and 1 adviser in one office, as of its August 2026 filing.
- – present · 17 yearsLivermore, CA · Adviser representative · Firm CRD 136031
Investment adviser representative registrations
Elizabeth Mihalka is registered as an investment adviser representative in California, since November 2008.
- CaliforniaSince 26 November 2008
Examinations
No examinations are on Elizabeth Mihalka’s record.
- Full name
- Elizabeth Cole Mihalka
- CRD
- 4986247
- Firm
- Altamont Wealth Management · CRD 136031
- Role
- President/Chief Compliance Officer
- Office
- 486 SOUTH K STREET, Livermore, CA 94550
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Mihalka work?
Elizabeth Mihalka has been President/Chief Compliance Officer of Altamont Wealth Management, Inc. since December 2007, and is a control person of the firm.
Is Elizabeth Mihalka a financial advisor?
Yes. Elizabeth Mihalka has a current investment-adviser registration in California, through Altamont Wealth Management since November 2008.
How many years of experience does Elizabeth Mihalka have?
Elizabeth Mihalka has 17 years in the financial industry, since November 2008, across 1 adviser firm.
Where is Elizabeth Mihalka based?
Elizabeth Mihalka’s registered office is in Livermore, CA.
Is Elizabeth Mihalka registered with FINRA?
No. Elizabeth Mihalka has no current broker registration.
How can I verify Elizabeth Mihalka’s record?
Search CRD 4986247 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Mihalka’s full registration record.