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| Altus Wealth Management LLC
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|---|---|
| CRD # | 153650 |
| SEC # | 801-80301 |
| CIK # | 0001842572, 0001802107 |
| AUM | $405.2 M (2026-04-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 859-815-8566 |
| Address | 2500 Chamber Center Drive Ft Mitchell, KY 41017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Nvidia Corp | 7.1 | ||
| Microsoft Corp | 5.7 | ||
| Alphabet Inc | 5.2 | ||
| Broadcom Inc | 4.8 | ||
| Builders Firstsource Inc | 4.3 | ||
| Union Pacific Corp | 3.5 | ||
| Amazon Com Inc | 2.9 | ||
| Micron Technology Inc | 2.5 | ||
| American Electric Power Co Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 104.6 |
| (b) Individuals (high net worth individuals) | 154 | 297.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 585 | 405.2 |
| By Discretionary | ||
| Discretionary | 585 | 405.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 585 | 405.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.2 | |
| Total | 585 | 405.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802107] | |
| 13F-HR | [0001842572] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarity Capital Advisors LLC
✚
|
FL | 0.4 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.4 |
|
Northland Securities Inc
✚
|
MN | 0.4 |
|
Evergreen Wealth Partners LLC
✚
|
MT | 0.4 |
|
QP Wealth Management LLC
✚
|
FL | 0.4 |
|
Core Wealth Management Inc
✚
|
FL | 0.4 |
|
Excel Financial LLC
✚
|
MN | 0.4 |
|
S Harris Financial Group LLC
✚
|
TX | 0.4 |
|
HFM Investment Advisors LLC
✚
|
NJ | 0.4 |
|
Alexander Randolph Advisory Inc
✚
|
VA | 0.4 |