Altus Wealth Management, LLC

RIASEC Registered
Total AUM
$405M
Discretionary
$405M
100% of AUM
Avg account
$693K
Accounts
585
Employees
5
Advisory reps
5

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

FINTRX

Overview

Altus Wealth Management, LLC is an independent registered investment adviser that began its SEC registration in 2014. The firm operates as a limited liability company with ownership tied to domestic entity and individual owners. Its client base spans high-net-worth individuals and families as well as institutional and business accounts. Core services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. Compensation is primarily a percentage of assets under management, with hourly billing available for select services. The firm reports it does not position itself as a capital allocator and does not list ESG investing as an active priority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Investment Grade Corp Bonds 25%, State & Local Bonds 8%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%, Other 1%62%
  • Public Funds/Mutual Funds62%
  • Investment Grade Corp Bonds25%
  • State & Local Bonds8%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Contacts

3 of 5
  • Andrew Hermes

    Andrew Hermes

    Owner & Managing PartnerCRD 4372168

  • Austin Stinson

    Austin Stinson

    Investment AdvisorCRD 6375593

  • Derek Schmidt

    Derek Schmidt

    Investment AdvisorCRD 6626557

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$262M in ETFs

Passive

99%

$259M

Active

1%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$57.6M153,88622.02%
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Location

Primary office

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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