Altus Wealth Management, LLC
Altus Wealth Management, LLC is an SEC-registered wealth manager in Ft. Mitchell, KY with $405.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Altus Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153650, SEC 801-80301, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $405.2M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Ft. Mitchell, KY
- Employees
- 5
- Clients
- 286
- CRD
- 153650
- Ownership
- O'CONNOR, STEVEN, DOUGLAS; HERMES, ANDREW, MARTIN; DOEPKER, WILLIAM, HENRY; ALTUS OC GROUP INC; O'CONNOR, STEVEN, D
How much AUM does Altus Wealth Management, LLC have?
Altus Wealth Management, LLC reported $405.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Altus Wealth Management, LLC?
Disclosed owners and executives of Altus Wealth Management, LLC include O'CONNOR, STEVEN, DOUGLAS, HERMES, ANDREW, MARTIN, DOEPKER, WILLIAM, HENRY, ALTUS OC GROUP INC, O'CONNOR, STEVEN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.