Altium Investment Strategies LLC
● SEC registered since 2025CRD 333950SEC# 801-131829Wesley Chapel, FL
Reg. AUM
$517.7M
Employees
8
Accounts
2
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 $517.7 million in regulatory assets under management and employs 8 people.
Altium Investment Strategies LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Allen Wilkes Control | Chief Compliance Officer | Under 5% | 2025 |
| Edwin Duane Mercer Control | Chief Financial Officer | 10-25% | 2024 |
| Gregg Arthur Guinta | Coo | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Altium Investment Strategies LLC manage?
Altium Investment Strategies LLC reports $517.7 million in regulatory assets under management on its Form ADV.
How many employees does Altium Investment Strategies LLC have?
Altium Investment Strategies LLC reports 8 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
| Address | 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 |
| Phone | 813-215-7783 |
| Office hours | 9:00 - 4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$517.7M▲ 358%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$517.7Mregulatory AUM
Discretionary $517.7M