Elizabeth Cole Mihalka
Investment adviser representative at Altamont Wealth Management, Inc.
19 yearsExperience
1 stateRegistered in
CFADesignation
$182.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Altamont Wealth Management, Inc.Dec 2007 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Altamont Wealth Management, Inc.
$182.9MAssets managed
37Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4986247
- Firm CRD
- 136031