Data / Investment advisers / Florida / Altium Investment Strategies LLC
Altium Investment Strategies LLC, Wesley Chapel, FL: $518 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Altium Investment Strategies LLC is an SEC registered investment adviser with its main office in Wesley Chapel, Florida and reports $518 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 333950
- SEC file number
- 801-131829
- SEC status
- Approved, effective February 10, 2025
- Main office
- 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
- Phone
- (813) 215-7783
- Regulatory AUM
- $517,721,858 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $517,721,858
- Accounts
- 2
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 2 | $517.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $517.7 million | March 30, 2026 |
| December 1, 2025 | $184.8 million | September 29, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Locust Point Capital | Miami | $1.58 billion | 4 | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Altium Investment Strategies LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.