← Directory
ALTUS WEALTH MANAGEMENT, LLC
CRD 153650File 801-80301
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$405.2M
Below cohort median (national)
Discretionary AUM
$405.2M
Clients
286
585 accounts
Employees
5
Above cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 12, 2014
- Principal office
- 2500 CHAMBER CENTER DRIVE, SUITE 202, FT. MITCHELL, KY, 41017
- Phone
- 859-815-8566
- Website
- HTTP://WWW.ALTUSWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $405.2M
- Discretionary AUM
- $405.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 585
- Non-discretionary accounts
- 0
- Total accounts
- 585
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 154 | $297.7M |
| Individuals (other than high net worth individuals) | 131 | $104.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 274 | 286 | increased by12 |
| Apr 1, 2026 | AUM | $359,275,273 | $405,169,835 | increased by$45,894,562 |
| Apr 1, 2026 | Accounts | 520 | 585 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 212 | 274 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $251,452,874 | $359,275,273 | increased by$107,822,399 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 406 | 520 | increased by114 |
| Apr 1, 2022 | Clients | 183 | 212 | increased by29 |
| Apr 1, 2022 | AUM | $217,707,262 | $251,452,874 | increased by$33,745,612 |
| Apr 1, 2022 | Accounts | 370 | 406 | increased by36 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.