Palm Desert, CA Office

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.