Overview
Assets Under Management: $359 million
Headquarters: FT. MITCHELL, KY
High-Net-Worth Clients: 147
Average Client Assets: $2 million
Frequently Asked Questions
ALTUS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153650), ALTUS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALTUS WEALTH MANAGEMENT, LLC is headquartered in FT. MITCHELL, KY.
ALTUS WEALTH MANAGEMENT, LLC serves 147 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, ALTUS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ALTUS WEALTH MANAGEMENT, LLC manages $359 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, ALTUS WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 153650
Filing ID: 2015532
Last Filing Date: 2025-12-02 14:18:29
Website: 0