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 formed as an LLC and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines an assets‑under‑management percentage with hourly charges. Altus is not positioned as a capital allocator and does not present itself as an active ESG investor.
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 5DEREK 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
$224M in ETFs
99%
$222M
1%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.2M | 150,340 | 21.53% |
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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