RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••• L•• C••••••••
- Title
- Managing Director, Financial Plannerreportedaltumwealth.comfirm site, Sep 16, 2026
- Designations
- AIFreportedaltumwealth.comas printed on the bio page, Sep 16, 2026
- founder other
- “Miste Cliadakis was a partner and founder of Bay Cliadakis & Associates, now A•••• W••••• A•••••••.”reportedaltumwealth.comthe sentence on the bio page
- Partner or owner
- “Miste Cliadakis was a partner and founder of Bay Cliadakis & Associates, now A•••• W••••• A•••••••.”reportedaltumwealth.comthe sentence on the bio page
- Years, as the firm states
- 25reportedaltumwealth.com“She has more than 25 years of experience in the financial services industry, serving as a Financial Advisor for over 20 years.”
- Professional profile
- altumwealth.com/miste-cliadakisreportedaltumwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A•••• W••••• A••••••• independent RIA currentsince May 17, 2019 · Chico, Ca
- F•••• A••••• A••••••• S•••••••• I••• formerMay 21, 2012 to Jun 3, 2019 · San Diego, Ca
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Apr 16, 2012 · Chico, Ca
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJul 25, 2007 to Jan 2, 2009 · Chico, Ca
- F•••• A••••• A••••••• S•••••••• I••• to A•••• W••••• A•••••••left Jun 3, 2019, registered May 17, 2019 (-17 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to F•••• A••••• A••••••• S•••••••• I•••left Apr 16, 2012, registered May 21, 2012 (35 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address