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William Henry Doepker

ALTUS WEALTH MANAGEMENT, LLC·FT. MITCHELL, Kentucky
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2500 CHAMBER CENTER DRIVE, FT. MITCHELL, KY 41017CRD# 2211163Firm CRD# 153650
01

About

William Henry Doepker is a registered financial advisor based in FT. MITCHELL, Kentucky, affiliated with ALTUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALTUS WEALTH MANAGEMENT, LLC
ALTUS WEALTH MANAGEMENT, LLC
AUM
$353M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALTUS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2211163
Firm CRD# 153650
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Henry Doepker offer?
William Henry Doepker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. MITCHELL, Kentucky for a consultation.
What are William Henry Doepker's credentials?
William Henry Doepker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Henry Doepker located?
William Henry Doepker is based in FT. MITCHELL, Kentucky, working with ALTUS WEALTH MANAGEMENT, LLC. Their office serves clients in the FT. MITCHELL metropolitan area and surrounding communities.
How does William Henry Doepker charge for services?
William Henry Doepker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTUS WEALTH MANAGEMENT, LLC?
ALTUS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FT. MITCHELL
Steven Douglas O'connor — ALTUS WEALTH MANAGEMENT, LLCAndrew Martin Hermes — ALTUS WEALTH MANAGEMENT, LLCDonald Charles Fritz — ALPHAMARK ADVISORS, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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