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ALTUS WEALTH MANAGEMENT, LLC
CRD 153650 · SEC 801-80301
2500 CHAMBER CENTER DRIVE, SUITE 202, FT. MITCHELL, KY, 41017, United States
Phone
859-815-8566
Fax
859-815-8567
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$405.2M
Discretionary AUM
$405.2M
Team
5 total employees; 5 advisory reps; 20 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $104.6M |
| High net worth individuals | 154 | $297.7M |
| Charitable organizations | 1 | $2.9M |
States served
CA, IN, KY, NY, OH, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD