FT. MITCHELL, KYCRD 153650Latest ADV April 30, 2026
Altus Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ft. Mitchell, KY.
Assets Under Management
$405M
Employees
5
Offices
--
Total Clients
286
Primary office
FT. MITCHELL, KY
2500 CHAMBER CENTER DRIVE, SUITE 202, FT. MITCHELL, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
154
2
Individuals
45.8%
131
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$405Mas of April 30, 2026
Discretionary100.0%
$405M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$405M
Total Accounts585
10Y AUM Change+$282M (+229.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee57:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.