ALTIUM INVESTMENT STRATEGIES LLC
CRD #333950 SEC #801-131829 WESLEY CHAPEL, FL 813-215-7783
SEC Registered
Total AUM
$184.8M
Discretionary
$184.8M
Employees
5
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Sep 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Sep 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Sep 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Sep 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Sep 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Aug 2025 | $184.8M | $184.8M | $0 | 5 | 0 |
| Jun 2025 | $113M | $113M | $0 | 5 | 0 |
| Apr 2025 | $0 | $0 | $0 | 5 | 0 |
| Mar 2025 | $0 | $0 | $0 | 5 | 0 |
| Feb 2025 | $0 | $0 | $0 | 5 | 0 |
| Feb 2025 | $0 | $0 | $0 | 5 | 0 |
| Feb 2025 | $0 | $0 | $0 | 5 | 0 |
| Jan 2025 | $0 | $0 | $0 | 5 | 0 |
| Dec 2024 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0