Altus Wealth Management, Llc

2500 CHAMBER CENTER DRIVE, Ft. Mitchell, Kentucky 41017

SEC CRD#153650
Last ADV filed: 12/02/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.95%of assets under management

Detailed Fee Schedule

the Agreement): Altus Select Advisory Fee on account assets up to $300,000.00 [0.95% annual (0.2375% per quarter)] Altus Premier Advisory Fee* on account assets from $300,000.01 to $500,000.00 [0.95% annual (0.2375% per quarter)] on account assets from $500,000.01 to $1,000,000.00 [0.90% an

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Altus Wealth Management, Llc — Fiduciary Advisor Profile | FiduciaryListings