Allocator Index · CRD 153650

ALTUS WEALTH MANAGEMENT, LLC

Ft. Mitchell, KY · 859-815-8566 · altuswm.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

154

Other individuals

131

HNW assets

$297.7M

Total AUM

$405.2M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.