Altus Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$609,620,139
Clients
785
Advisors
6
across 2 offices
About
Altus Wealth Group, LLC is a registered investment adviser that serves individuals (including high‑net‑worth clients), families, trusts, estates and institutions through a seven‑advisor team managing roughly $620 million in regulatory assets. The firm offers discretionary and non‑discretionary investment management, wealth planning, third‑party manager selection, and limited consulting, and also provides advice on legacy positions, employer‑sponsored plans and certain insurance products.
The firm describes a risk‑first investment process that uses managed‑volatility portfolios and explicit risk budgets to shape asset allocation across ETFs, mutual funds, bonds and individual securities, combining active and passive strategies as appropriate. Portfolios are reviewed at least quarterly with rebalancing as warranted, and Altus conducts due diligence on third‑party managers while using Orion for performance reporting and Charles Schwab as its primary custodian.
Compared with many peers, the brochure indicates Altus advertises third‑party ratings and directs readers to its SEC IARD profile (IARD #287848) for additional information, a practice that is uncommon among similar team firms. The firm also discloses a negotiated wealth‑planning fee structure (fixed plans quoted $1,000–$10,000), a substantial split between discretionary ($402.3M) and non‑discretionary ($217.8M) assets, and a recent ownership‑interest adjustment the firm says did not affect management or day‑to‑day operations.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $1,000 to $10,000.
Certain IARs receive commissions from insurance and securities transactions; Altus Wealth Group may reduce advisory fees proportionally.
$250/hour for unearned portion of terminated financial planning services.
Account minimum: $250,000
Main office
See office423 South Cascade Avenue
Colorado Springs CO 80903
Advisors at this office
5
Offices (2)
Most active in
Arizona · California · Colorado · Delaware · Florida · Hawaii · Michigan · Minnesota · Montana · Nebraska · Nevada · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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