Altus Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 251–500 clients last fiscal year.
Altus Wealth Management reports 286 clients. They include 154 high-net-worth individuals, 131 individual clients and 1 charitable organization. Of its assets, 100.0% ($405M across 585 accounts) are managed with discretion. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 26% |
| High-net-worth individuals | 54% | 73% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 131 | $105M | 25.8% | $798K |
| High-net-worth individuals | 154 | $298M | 73.5% | $1.93M |
| Charitable organizations | Fewer than 5 | $2.85M | 0.7% | $2.85M |
| Total | 286 | $405M | 100% | — |
- Clients
- 131
- Regulatory AUM
- $105M
- AUM share
- 25.8%
- Avg. per client
- $798K
- Clients
- 154
- Regulatory AUM
- $298M
- AUM share
- 73.5%
- Avg. per client
- $1.93M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.85M
- AUM share
- 0.7%
- Avg. per client
- $2.85M
Total
- Clients
- 286
- Regulatory AUM
- $405M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Altus Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Generally an hourly rate of $250, with a $250 retainer that is credited against hourly fees.
William Doepker owns 25% to 50% of Altus Wealth Management. The leadership team of Altus Wealth Management includes President William Doepker. It has 5 employees.
Leadership
- William DoepkerMember/Vice President/Chief Compliance Officer
- Andrew HermesMember/Vice President
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- William Henry Doepker
- Andrew Martin Hermes
- Steven Douglas O'Connor
- Derek Thomas Schmidt
- Austin Carl Stinson
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Altus Wealth Management, LLC
William Doepker
Control person · since March 2010
- Owns 25% to 50% of Altus Wealth Management, LLC
Andrew Hermes
Control person · since March 2010
- Owns 25% to 50% of Altus Wealth Management, LLC
Altus Oc Group Inc
Control person · since May 2023
- Owns 75% or more of Altus Oc Group Inc
Steven O'Connor
Control person · since May 2023
Altus Wealth Management’s regulatory assets grew 1.9× from $218M (March 2021) to $405M (April 2026); clients rose from 183 to 286 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $405M | 286 | 5 | 1 |
| January 2025 | $359M | 274 | 4 | 1 |
| March 2024 | $320M | 254 | 4 | 1 |
| March 2023 | $262M | 226 | 3 | 1 |
| June 2022 | $251M | 212 | 3 | 1 |
| March 2021 | $218M | 183 | 3 | 1 |
Besides its headquarters, Altus Wealth Management has 0 offices, with 1 listed address in Kentucky.
Kentucky · 1 listed address
- 2500 Chamber Center Drive, Suite 202, FT. MitchellHQ
Contact and registration details
- Legal name
- Altus Wealth Management, LLC
- Headquarters
- 2500 Chamber Center Drive, Suite 202, FT. Mitchell, KY 41017
- Website
- altuswm.com
- Phone
- 859-815-8566
- SEC file
- 801-80301
- Founded
- 2010
- Structure
- Kentucky LLC
- Fiscal year end
- December
Altus Wealth Management uses Charles Schwab ($359M) as custodian for its separately managed accounts. Altus Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $359M100%
At year end, Altus Wealth Management’s separately managed accounts were mostly in funds (62%) and bonds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $260M across 26 positions; the largest are Vanguard Index Fds (21.6%), Invesco Qqq TR (18.2%) and Invesco Exchange Traded FD T (15.6%).
What the accounts hold
- Stocks3%
- Funds62%
- Bonds33%
- Investment grade corporate bonds25%
- State and local bonds8%
- Cash1%
- Other1%
- Private equity and private credit 1940 act funds1%
Reported 13F holdings
- $260M
- Reported 13F value
- 26
- Positions
- 96.0%
- In the 10 largest
- +15.5%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt21.6%
- Invesco Qqq TR · Unit Ser 118.2%
- Invesco Exchange Traded FD T · S&P 100 Eql Wigh15.6%
- iShares TR · Core S&P Mcp ETF13.8%
- iShares TR · Core Div Grwth13.0%
- iShares TR · MSCI Intl Qualty9.8%
- SPDR Series Trust · ST Term High ETF1.2%
- iShares TR · Invt Grad SY ETF1.2%
- J P Morgan Exchange Traded F · Income ETF1.0%
- State Str SPDR S&P 500 ETF T · TR Unit0.7%
Together, the ten largest are 96.0% of reported value.
How many clients does Altus Wealth Management have?
Altus Wealth Management has 286 clients and manages $405 million for them, as of April 2026. They include 154 high-net-worth individuals, 131 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Altus Wealth Management offer?
Altus Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Altus Wealth Management use?
Altus Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $359M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Altus Wealth Management have?
Altus Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Altus Wealth Management invest in?
At the end of its last fiscal year, Altus Wealth Management’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 25% investment grade corporate bonds, 8% state and local bonds, 3% exchange-traded equities, 1% cash and equivalents and 1% other. The 1% other category is described as: Private Equity and Private Credit 1940 Act Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Altus Wealth Management?
Altus Wealth Management is owned through a holding company by Steven O'Connor. Its direct owners are William Doepker, Andrew Hermes and Altus Oc Group Inc, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Altus Wealth Management get paid?
Altus Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Altus Wealth Management registered with the SEC?
Yes, Altus Wealth Management has been registered with the SEC as an investment adviser since 12 September 2014. Its CRD number is 153650 and its SEC file number is 801-80301.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Altus Wealth Management?
Altus Wealth Management’s main office is at 2500 Chamber Center Drive, Suite 202, FT. Mitchell, KY 41017. Its phone number is 859-815-8566. Its website is altuswm.com.