Altus Wealth Management, Llc
- Regulatory AUM
- $405M
- Discretionary
- $405M
- Clients
- 286
- Avg AUM / client
- $1.4M
- Accounts
- 585
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 131 | $105M | 25.8% |
| High net worth individuals | 154 | $298M | 73.5% |
| Charitable organizations | 1 | $2.9M | 0.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Martin Hermes | Member/Vice President | CFP | Mar 2010 (16y) | 25% – 50% |
| William Henry Doepker | Member/Vice President/Chief Compliance Officer | CFP | Mar 2010 (16y) | 25% – 50% |
| Steven Douglas O'connor | President | CFP | May 2010 (16y) | ≈ 18.75% – 50% via Altus Oc Group Inc |
| Derek Thomas Schmidt | Registered representative | CFP | May 2023 (3y) | |
| Austin Carl Stinson | Registered representative | CFP | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Altus Oc Group Inc | President | May 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Steven Douglas O'connor: 75% – 100% of Altus Oc Group Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $359M (89% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗