ALTUS WEALTH MANAGEMENT, LLC
SEC RegisteredAbout the firm
Altus Wealth Management, located in Ft. Mitchell, Kentucky, is a wealth management firm providing investment management and financial planning services to individuals and small businesses. They service clients nationwide, with a focus on serving clients in the Greater Cincinnati and Northern Kentucky area. Together, the managing partners have over 60 years of experience in the financial services industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, and wealth management services, including strategic and alternative strategies, tactical allocation, fixed income allocation, and retirement income advisory.
Who they serve
Individuals and small businesses, with a focus on clients in the Greater Cincinnati and Northern Kentucky area, though they service clients nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 131 | $105M |
| High Net Worth Individuals | 154 | $298M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Altus Select - up to $300,000 | 0.95% |
| Altus Premier - $300,000.01 to $500,000 | 0.95% |
| Altus Premier - $500,000.01 to $1,000,000 | 0.90% |
| Altus Premier - $1,000,000.01 to $2,000,000 | 0.80% |
| Altus Premier - $2,000,000.01 to $3,000,000 | 0.70% |
| Altus Premier - $3,000,000.01 to $5,000,000 | 0.60% |
| Altus Premier - over $5,000,000 | 0.00% |
| Altus Preservation - $300,000 to $1,000,000 | 0.38% |
| Altus Preservation - $1,000,000.01 to $3,000,000 | 0.25% |
| Altus Preservation - over $3,000,000 | 0.00% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTUS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.