# Altus Wealth Management, LLC

> Altus Wealth Management, LLC is an SEC-registered investment advisory firm in Ft. Mitchell, KY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 153650
- Filed as: ALTUS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ft. Mitchell, KY
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153650
- AdvisorCensus page: https://advisorcensus.com/firm/altus-wealth-management-llc-ft-mitchell-ky-153650

## Quick answers

**How is Altus Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altus Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Altus Wealth Management, LLC located?**
Altus Wealth Management, LLC's principal office is in Ft. Mitchell, KY, according to its Form ADV.

**Is Altus Wealth Management, LLC registered with the SEC or a state?**
Altus Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 153650.

**How much does Altus Wealth Management, LLC manage?**
Altus Wealth Management, LLC reports $405,169,835 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Altus Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Altus Wealth Management, LLC: Regulatory assets under management: $217,707,262 in the October 2021 data and $405,169,835 in the October 2026 data, up 86%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altus Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (154); individuals (other than high net worth individuals) (131); charitable organizations (1).

**Which custodians does Altus Wealth Management, LLC use?**
Altus Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Altus Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153650

**Does Altus Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Altus Wealth Management does not have a minimum account size or any requirements to maintain an account."

**What changed in Altus Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in FL, NY, TN, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> Altus Wealth Management does not have a minimum account size or any requirements to maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $405,169,835
- Discretionary: $405,169,835
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $104,602,971 |
| High net worth individuals | 154 | $297,716,145 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $2,850,719 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, KY, NY, OH, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altuswm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $217,707,262 | 3 | March 15, 2021 |
| October 2022 | $251,452,874 | 3 | June 8, 2022 |
| October 2023 | $261,722,184 | 3 | March 31, 2023 |
| October 2024 | $319,630,216 | 4 | March 21, 2024 |
| October 2025 | $359,275,273 | 4 | January 24, 2025 |
| October 2026 | $405,169,835 | 5 | April 30, 2026 |

Regulatory assets under management: $217,707,262 in the October 2021 data and $405,169,835 in the October 2026 data, up 86%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in FL, NY, TN, TX.

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $359,275,273 to $405,169,835 (+13%).
- Registered or notice-filed in PA.

### January 2026
- Registered or notice-filed in CA.
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altus Wealth Management, LLC (CRD 153650): Form ADV filing data as of October 2026.