CRD: 153650
Altus Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge momentum
- Established Date
- 05-12-2010
- Office Locations
- 1
Office Locations
About Altus Wealth Management, LLC
Altus Wealth Management is an independent, privately owned fiduciary RIA based in Ft. Mitchell, KY, providing investment management and financial planning for individuals and small businesses nationwide, with a focus on Greater Cincinnati and Northern Kentucky. The team emphasizes high-touch relationships and advice to build, preserve, and transfer family wealth. Portfolios commonly use public funds, fixed income, and ETFs, custodied with Charles Schwab.
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Owner & Executives
WILLIAM HENRY DOEPKER
Chief Compliance Officer, Managing Partner, VICE PRESIDENT
- CRD
- #2211163
- Ownership
- 25% but less than 50%
ANDREW MARTIN HERMES
Managing Partner, Owner, VICE PRESIDENT
- CRD
- #4372168
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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STEVEN DOUGLAS O'CONNOR
President
- CRD
- #2373712
DEREK THOMAS SCHMIDT
Financial Advisor, General Partner
- CRD
- #6626557
Frontier prime
Pathway summit prime
- CRD
- #44395
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $405,169,835 | $692,598 |
| Non-Discretionary | $0 | -- |
| Total | $405,169,835 | $692,598 |
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Separately Managed Accounts
Total SMA Asset: $405,169,835
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,520,527,999 | 27.5% |
| Corporate - Investment Grade | $713,265,861 | 12.9% |
| Municipal Bonds | $1,393,356,566 | 25.2% |
| Equity - Exchange | $442,335,418 | 8.0% |
| Cash | $514,214,923 | 9.3% |
| Other | $945,491,955 | 17.1% |
| Total | $5,529,192,722 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM INSIGHT | HARBOR UNISON | 8KEWBME01 | PBCVH | 5.70% | $117,561,527 |
| ALPHA PIONEER | MATRIX HORIZON | 1HJATMT6P | OWI | 0.92% | $113,866,746 |
| RADIAL FUSION TIMBER | VALUE LEGACY | RL2ZF9Y4Z | PCZ | 4.72% | $52,597,019 |
| ALPHA ALPHA WAVE | NORTH RIDGE | 0NFSYWSJJ | HVES | 1.91% | $64,983,770 |
| BEACON FRONTIER | MERIDIAN EMBER | BA9E7A1QW | YFRBS | 6.69% | $55,023,799 |
| ZENITH VALUE NORTH | ATLAS NORTH | 0RCI1QXFE | PMPY | 0.89% | $80,978,196 |
| ZENITH MOMENTUM EMBER | SUMMIT ELEMENT | 55YH25OFU | PSU | 9.29% | $25,894,298 |
| CATALYST OPTIMA VALUE | HARBOR FUSION | 2ANUG1YEK | FWAC | 4.73% | $27,833,377 |