Altus Wealth Management, LLC

Altus Wealth Management, LLC (CRD# 153650) is a financial advisory firm headquartered in Fort Mitchell, KY. They manage $107,115,703 in 283 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $378,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, OH, TX

Financial Advisors at Altus Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William H. Doepker
CRD#: 2211163
2500 Chamber Center Drive, Suite 202, Fort Mitchell, KY 41017
96
Wealthminder
score

William Doepker (CRD# 2211163) is an Investment Advisor Representative working at Altus Wealth Management, LLC in Fort Mitchell, KY and has over 23 years of experience in the finance industry. William Doepker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew M. Hermes
CRD#: 4372168
2500 Chamber Center Drive, Suite 202, Fort Mitchell, KY 41017
96
Wealthminder
score

Andrew Hermes (CRD# 4372168) is an Investment Advisor Representative working at Altus Wealth Management, LLC in Fort Mitchell, KY and has over 15 years of experience in the finance industry. Andrew Hermes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven D. O'connor
CRD#: 2373712
2500 Chamber Center Drive, Suite 202, Fort Mitchell, KY 41017
96
Wealthminder
score

Steven O'connor (CRD# 2373712) is an Investment Advisor Representative working at Altus Wealth Management, LLC in Fort Mitchell, KY and has over 23 years of experience in the finance industry. Steven O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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