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ALTUS WEALTH MANAGEMENT, LLC
ALTUS WEALTH MANAGEMENT, LLC
FT. MITCHELL, Kentucky
·
3 registered advisors
·
CRD# 153650
SEC# 801-80301
0
859-815-8566
01
Firm Overview
AUM
$353M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALTUS WEALTH MANAGEMENT, LLC
3 registered advisors
Andrew Martin Hermes
FT. MITCHELL, Kentucky
CRD# 4372168
Steven Douglas O'connor
FT. MITCHELL, Kentucky
CRD# 2373712
William Henry Doepker
FT. MITCHELL, Kentucky
CRD# 2211163
05
Office Locations
FT. MITCHELL, Kentucky
3 advisors
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Data sourced from SEC Form ADV filings. ALTUS WEALTH MANAGEMENT, LLC (CRD# 153650) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.