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Building 2ALTUS WEALTH MANAGEMENT, LLC

Map pinFT. MITCHELL, KY
Phone859-815-8566
NotebookSEC #801-80301
Total AUM
$405.2M
Employees
5
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 CHAMBER CENTER DRIVE
SUITE 202
FT. MITCHELL
KY 41017
United States
Operating Hours
8:00AM- 5:00PM
Monday - Friday
Phone
859-815-8566

ReceiptFinancials

Total AUM
$405.2M
Accounts
585
Discretionary
$405.2M
Accounts
585
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
131
AUM
$104.6M
HNW Individual Clients
154
AUM
$297.7M
Charitable Organization Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYNYOHTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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