Colorado Springs, CO South Cascade Avenue logo

Colorado Springs, CO South Cascade Avenue Office

Team
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Altus Wealth Group, LLC logo

Altus Wealth Group, LLC

Team

Firm-wide stats for Altus Wealth Group, LLC

Total advisors

6

Across 2 offices

Clients per advisor

131 Very High

Avg AUM per client

$776,586 Low

HNW client ratio

23% Low

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.

Based on Altus Wealth Group, LLC

Expertise

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Based on Altus Wealth Group, LLC

Occupation focus

Founder/Business Owner Executive

Based on Altus Wealth Group, LLC

Location

423 South Cascade Avenue

Colorado Springs CO 80903

Advisors at this office

5

Advisors at this office

user avatar

Dustin B

CFP®, Series 66

Colorado Springs, CO

Altus Wealth Group, LLC

Dustin Bench is a CFP® with 22 years of industry experience currently serving at Altus Wealth Group, LLC. His prior roles include nearly a decade at Morgan Stanley in various capacities. Bench is involved in nonprofit leadership as Board Chair of the Community Partnership Family Resource Center and serves as President of the Pikes Peak Kiwanis Foundation; he also sits on the board of SolidGround, a nonprofit addressing housing needs for low-income families in Colorado. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment approach that utilizes managed-volatility portfolios and combines active and passive strategies, with services including investment management, wealth planning, and third-party manager selection.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Brenda L

Series 65

Colorado Springs, CO

Altus Wealth Group, LLC

Brenda Lammers is a financial advisor with Altus Wealth Group, LLC in Colorado Springs, CO. She holds a Series 65 designation and has three years of industry experience. Prior to joining Altus Wealth Group in 2022, she worked at US Bank from 2011 to 2022. Altus Wealth Group is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in assets. The firm employs a risk-first investment process using managed-volatility portfolios and explicit risk budgets, blending active and passive strategies across various asset classes.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Nancy M

CFP®, ChFC®, Series 63, Series 65

Colorado Springs, CO

Altus Wealth Group, LLC

Nancy Mercado is a CFP® and ChFC® with 34 years of experience in the financial industry. She has worked at several firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and currently serves at Altus Wealth Group, LLC since 2017. Nancy is also a managing partner at Peep Ventures, LLC, an entity involved in operating commercial rental properties. Altus Wealth Group, LLC is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a seven-advisor team managing approximately $620 million in assets. The firm employs a risk-first investment process incorporating managed-volatility portfolios and combines active and passive strategies, providing both discretionary and non-discretionary investment management along with wealth planning and consulting services.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Norman A

CFA®, Series 66

Colorado Springs, CO

Altus Wealth Group, LLC

Norman Alvis is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Altus Wealth Group, LLC since 2022. Prior to joining Altus, he worked at US Bank for twelve years. Outside of his advisory role, he operates a cycling marketing and promotion business called More Power to the Pedals. Altus Wealth Group, LLC is a seven-advisor team managing approximately $620 million in assets for individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process that balances active and passive strategies across a range of asset classes, with portfolios reviewed and rebalanced quarterly.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Edwin J

CFP®, Series 63, Series 65

Colorado Springs, CO

Altus Wealth Group, LLC

Edwin Janeczek is a CFP® with 14 years of industry experience, currently serving as an advisor at Altus Wealth Group, LLC. His prior roles include positions at LBMZ Securities Inc, Zacks Investment Management, Stratera Holdings LLC, and T. Rowe Price. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment approach that integrates managed-volatility portfolios and explicit risk budgets across a blend of active and passive strategies.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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