WESLEY CHAPEL, FLCRD 333950Latest ADV March 30, 2026
Altium Investment Strategies LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wesley Chapel, FL. Its latest Form ADV filing, dated March 30, 2026, reports $518M in regulatory assets under management, 8 employees, and 2 accounts.
Assets Under Management
$518M
Employees
8
Offices
--
Total Clients
<5
Primary office
WESLEY CHAPEL, FL
2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$518Mas of March 30, 2026
Discretionary100.0%
$518M
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$518M
Total Accounts2
10Y AUM Change+$518M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee0:1
10Y Employee Change+3 (+60.0%)
* 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.