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ALTUS WEALTH MANAGEMENT, LLC
CRD 153650File 801-80301
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.