Altus Wealth Management, LLC
Firm details
- Headquarters
- Lakeside Park, Kentucky
- CRD number
- 153650
- Registered since
- September 12, 2014
- Website
- www.altuswm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI73.48%
- Individuals25.82%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Altus Wealth Management, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals, families and institutional clients. The firm has been SEC-registered since 2014 and is organized as an LLC with domestic and individual ownership. Its fee model combines a percentage of assets under management with hourly charges. Service offerings focus on financial planning and discretionary portfolio management for private clients and small businesses; the firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Investment Grade Corp Bonds25%
- State & Local Bonds8%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Derek Schmidt
Investment AdvisorCRD 6626557
Andrew Hermes
Owner & Managing PartnerCRD 4372168
Austin Stinson
Investment AdvisorCRD 6375593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$259M in ETFs
99%
$256M
1%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $56M | 151,443 | 21.68% |
Location
Lakeside Park, KY
Kenton
Location
Lakeside Park, KY
Headquartered in Lakeside Park, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- South
- County
- Kenton
- Address
- 2500 Chamber Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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