RIA Intelligence

ALTUS WEALTH MANAGEMENT, LLC

CRD #153650 SEC #801-80301 FT. MITCHELL, KY 859-815-8566
SEC Registered
Total AUM
$359.3M
Discretionary
$359.3M
Employees
4
Clients
251
Accounts
520

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kentucky
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALTUS OC GROUP INCDEPRESIDENTC Control
ALTUS OC GROUP INCDEPRESIDENTC Control
ALTUS OC GROUP INCDEPRESIDENTC Control
ALTUS OC GROUP INCDEPRESIDENTC Control
ALTUS OC GROUP INCDEPRESIDENTC Control
ALTUS OC GROUP INCDEPRESIDENTC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
DOEPKER, WILLIAM, HENRYIMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICERC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
HERMES, ANDREW, MARTINIMEMBER/VICE PRESIDENTC Control
O'CONNOR, STEVEN, DIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control
O'CONNOR, STEVEN, DOUGLASIMEMBER/PRESIDENTC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
O'CONNOR, STEVEN, DOUGLASIALTUS OC GROUP INCE Control
O'CONNOR, STEVEN, DOUGLASIALTUS OC GROUP INCE Control
O'CONNOR, STEVEN, DOUGLASIALTUS OC GROUP INCE Control
O'CONNOR, STEVEN, DOUGLASIALTUS OC GROUP INCE Control

Registrations

Federal

IA
Dec 2, 2025 REGISTERED

Notice Filings (6)

CA IN KY NY OH TX

Address

2500 CHAMBER CENTER DRIVE
SUITE 202
FT. MITCHELL, KY 41017
United States
Phone: 859-815-8566