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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $359.3M | $359.3M | $0 | 4 | 20 |
| Jan 2025 | $359.3M | $359.3M | $0 | 4 | 20 |
| Dec 2024 | $352.7M | $352.7M | $0 | 4 | 20 |
| Mar 2024 | $319.6M | $319.6M | $0 | 4 | 20 |
| Mar 2023 | $261.7M | $261.7M | $0 | 3 | 20 |
| Jun 2022 | $251.5M | $251.5M | $0 | 3 | 20 |
| Mar 2022 | $251.5M | $251.5M | $0 | 3 | 20 |
| Mar 2021 | $217.7M | $217.7M | $0 | 3 | 20 |
| May 2020 | $155.6M | $155.6M | $0 | 3 | 20 |
| Mar 2020 | $155.6M | $155.6M | $0 | 3 | 20 |
| Mar 2019 | $156.5M | $156.5M | $0 | 3 | 16 |
| Mar 2018 | $134.5M | $134.5M | $0 | 3 | 11 |
| Mar 2017 | $122.9M | $122.9M | $0 | 3 | 100 |
| Mar 2016 | $107.1M | $107.1M | $0 | 3 | 100 |
| Aug 2015 | $111.3M | $111.3M | $0 | 3 | 100 |
| Mar 2015 | $111.3M | $111.3M | $0 | 3 | 100 |
| Oct 2014 | $105.6M | $105.6M | $0 | 3 | 100 |
| Sep 2014 | $105.6M | $105.6M | $0 | 3 | 100 |
| Aug 2014 | $105.6M | $105.6M | $0 | 3 | 100 |
DateDec 2025
Total AUM$359.3M
Discretionary$359.3M
Non-Disc.$0
Employees4
Clients20
DateJan 2025
Total AUM$359.3M
Discretionary$359.3M
Non-Disc.$0
Employees4
Clients20
DateDec 2024
Total AUM$352.7M
Discretionary$352.7M
Non-Disc.$0
Employees4
Clients20
DateMar 2024
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees4
Clients20
DateMar 2023
Total AUM$261.7M
Discretionary$261.7M
Non-Disc.$0
Employees3
Clients20
DateJun 2022
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees3
Clients20
DateMar 2022
Total AUM$251.5M
Discretionary$251.5M
Non-Disc.$0
Employees3
Clients20
DateMar 2021
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees3
Clients20
DateMay 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees3
Clients20
DateMar 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees3
Clients20
DateMar 2019
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees3
Clients16
DateMar 2018
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees3
Clients11
DateMar 2017
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees3
Clients100
DateAug 2015
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees3
Clients100
DateOct 2014
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients100
DateSep 2014
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients100
DateAug 2014
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients100