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Altium Investment Strategies LLC

● SEC registered since 2025CRD 333950SEC# 801-131829Wesley Chapel, FL
Export (members)
Reg. AUM
$184.8M
Employees
5
Accounts
1
Location
Wesley Chapel, FL

Altium Investment Strategies LLC assets under management

Altium Investment Strategies LLC operates as an SEC-registered investment adviser based in Wesley Chapel, FL. The firm has been registered since 2025. It reports $184.8 million in regulatory assets under management and employs 5 people.

Altium Investment Strategies LLC owners & executives

6 reported
NameTitleOwnershipSince
Derek Allen Wilkes ControlChief Compliance OfficerUnder 5%2025
Edwin Duane Mercer ControlChief Financial OfficerUnder 5%2024
Gregg Arthur GuintaCooUnder 5%2025
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Frequently asked questions

How much does Altium Investment Strategies LLC manage?

Altium Investment Strategies LLC reports $184.8 million in regulatory assets under management on its Form ADV.

How many employees does Altium Investment Strategies LLC have?

Altium Investment Strategies LLC reports 5 employees.

Where is Altium Investment Strategies LLC located?

Altium Investment Strategies LLC is based in Wesley Chapel, FL and has been SEC-registered since 2025.

Does Altium Investment Strategies LLC disclose fund performance?

Altium Investment Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Phone813-215-7783
Office hours9:00 - 4:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$184.8M
Non-discretionary$0
Total (RAUM)$184.8M