Insights

Niche High Net-worth Target high-net-worth individuals and business owners in Baton Rouge and surrounding markets who require integrated in-house portfolio management, financial planning, and corporate retirement services to expand Altus Wealth Management’s client base.

Family and Legacy Leverage the multigenerational team approach and emphasis on integrity and client focus to cross-sell comprehensive insurance products and wealth planning services to existing clients and their networks seeking long-term financial protection.

Tech Enablement Utilize current tech stack (WordPress, Microsoft 365, marketing tools) to enhance digital outreach, client education, and secure communications; explore partnerships or platforms that improve client onboarding and portfolio reporting for scalable growth.

Expansion Readiness Highlight potential for growth through strategic acquisitions or affiliations with similar-sized firms in the regional market, using competitive positioning against peers with comparable headcounts and revenue bands.

Asset Growth Signals Capitalize on past asset investments and demonstrated appetite for emerging markets exposure to position Altus as a specialized advisor for clients seeking allocation to global equities and diversified ETF strategies.

Similar companies to Altus Wealth Management

Altus Wealth Management Tech Stack

Altus Wealth Management uses 8 technology products and services including WordPress, Microsoft 365, jQuery, and more. Explore Altus Wealth Management's tech stack below.

  • Content Management System
  • jQuery
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Marketing Automation
  • jQuery Mobile
    Mobile Frameworks
  • System Analytics & Monitoring

Altus Wealth Management's Email Address Formats

Altus Wealth Management uses at least 3 email formats:
Altus Wealth Management Email FormatsExamplePercentage
First@altuswealthmgt.comJohn@altuswealthmgt.com
89%
FirstLast@altuswealthmgt.comJohnDoe@altuswealthmgt.com
5%
FirstLa@altuswealthmgt.comJohnDo@altuswealthmgt.com
6%

Frequently Asked Questions

What is Altus Wealth Management's phone number?

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You can contact Altus Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Altus Wealth Management's official website and social media links?

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Altus Wealth Management's official website is altuswealthmgt.com and has social profiles on LinkedIn.

How much revenue does Altus Wealth Management generate?

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As of September 2026, Altus Wealth Management's annual revenue is estimated to be $25M - $50M.

What is Altus Wealth Management's SIC code and NAICS code?

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Altus Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Altus Wealth Management have currently?

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As of September 2026, Altus Wealth Management has approximately 24 employees across 1 continents, including North America. Key team members include President: S. O., Partner: B. S. and Managing Partner: J. B. Explore Altus Wealth Management's employee directory with LeadIQ.

What industry does Altus Wealth Management belong to?

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Altus Wealth Management operates in the Financial Services industry.

What technology does Altus Wealth Management use?

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Altus Wealth Management's tech stack includes WordPress, Microsoft 365, jQuery, Lodash, Underscore.js, Constant Contact, jQuery Mobile and Piwik.

What is Altus Wealth Management's email format?

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Altus Wealth Management's email format typically follows the pattern of First@altuswealthmgt.com. Find more Altus Wealth Management email formats with LeadIQ.

When was Altus Wealth Management founded?

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Altus Wealth Management was founded in 2012.
Altus Wealth Management logo

Altus Wealth Management

Financial ServicesLouisiana, United States11-50 Employees

Altus Wealth Management is a financial services practice based in Baton Rouge, Louisiana, that serves high-net-worth individuals including entrepreneurs and business owners. The firm provides in-house portfolio management, financial planning, personal and corporate insurance services, and manages corporate retirement plans, focusing on building long-term relationships with clients and prioritizing integrity, service, and client-centric guidance.
The organization operates within the financial services sector, positioning itself as a focused advisory partner for affluent clients in the Baton Rouge area. The team emphasizes a multi-generational approach to client service and aims to influence clients’ financial decisions through a comprehensive suite of planning and risk-management offerings, supported by a locally grounded presence and a commitment to meaningful client impact.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Altus Wealth Management's revenue is estimated to be in the range of $25M - $50M

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