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Altus Wealth Management, LLC

● SEC registered since 2014CRD 153650SEC# 801-80301Ft. Mitchell, KY
Export (members)
Reg. AUM
$359.3M
Employees
4
Accounts
520
Location
Ft. Mitchell, KY

Altus Wealth Management, LLC assets under management

Altus Wealth Management, LLC operates as an SEC-registered investment adviser based in Ft. Mitchell, KY. The firm has been registered since 2014. It reports $359.3 million in regulatory assets under management and employs 4 people.
www.altuswm.comView on SEC.gov ↗

Altus Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Altus Oc Group Inc ControlPresident25-50%2023
Andrew Martin Hermes ControlMember/Vice President25-50%2010
William Henry Doepker ControlMember/Vice President/Chief Compliance Officer25-50%2010
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Frequently asked questions

How much does Altus Wealth Management, LLC manage?

Altus Wealth Management, LLC reports $359.3 million in regulatory assets under management on its Form ADV.

How many employees does Altus Wealth Management, LLC have?

Altus Wealth Management, LLC reports 4 employees.

Where is Altus Wealth Management, LLC located?

Altus Wealth Management, LLC is based in Ft. Mitchell, KY and has been SEC-registered since 2014.

Does Altus Wealth Management, LLC disclose fund performance?

Altus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Chamber Center Drive, Suite 202, Ft. Mitchell, KY 41017
Phone859-815-8566
Fax859-815-8567
Office hours8:00a.m.- 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1802107
Discloses disciplinary historyNo

Assets under management

Discretionary$359.3M
Non-discretionary$0
Total (RAUM)$359.3M