Altus Wealth Management, LLC
● SEC registered since 2014CRD 153650SEC# 801-80301Ft. Mitchell, KY
Reg. AUM
$405.2M
Employees
5
Accounts
585
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 $405.2 million in regulatory assets under management and employs 5 people.
Altus Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Altus Oc Group Inc Control | President | 25-50% | 2023 |
| Andrew Martin Hermes Control | Member/Vice President | 25-50% | 2010 |
| William Henry Doepker Control | Member/Vice President/Chief Compliance Officer | 25-50% | 2010 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Altus Wealth Management, LLC manage?
Altus Wealth Management, LLC reports $405.2 million in regulatory assets under management on its Form ADV.
How many employees does Altus Wealth Management, LLC have?
Altus Wealth Management, LLC reports 5 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
| Address | 2500 Chamber Center Drive, Suite 202, Ft. Mitchell, KY 41017 |
| Phone | 859-815-8566 |
| Fax | 859-815-8567 |
| Office hours | 8:00a.m.- 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1802107 |
| Discloses disciplinary history | No |
Regulatory AUM
$405.2M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$405.2Mregulatory AUM
Discretionary $405.2M