Altus Wealth Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altus Wealth Management provides discretionary investment management, financial planning, consulting, and assets‑under‑advisement to individuals, high‑net‑worth families, corporations, trusts, charitable organizations, and retirement plans. The firm also offers advisory services to certain brokerage customers and provides both fiduciary and non‑fiduciary retirement plan services.
The firm implements diversified, strategic asset‑allocation portfolios that may include cash and money market funds, individual equities, fixed‑income (municipal and corporate bonds), mutual funds, ETFs, ESG‑oriented investments on request, and selected alternative structured products when appropriate. Altus combines portfolio management with written financial plans and periodic reviews, and it assists clients in selecting and monitoring unaffiliated third‑party managers as part of its oversight role.
Noteworthy features in the brochure include the firm’s provision of financial planning and consulting under hourly, fixed‑fee, or retainer arrangements and its presentation of educational seminars and webinars to clients and prospects. The firm’s stated services also emphasize retirement‑plan consulting and structured adviser‑selection oversight, together with use of third‑party reporting and planning platforms for client reporting and risk‑assessment.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $1,500 to $5,000; consulting fixed/project fees generally $3,000 or annual fee approximately $4,000 to $4,800
$0 - tier breakpoints not explicitly detailed: blended tier fee structure up to a maximum of 1.50% annually
Consulting services generally $300 per hour
Financial planning minimum monthly subscription fee of $150 per month
Account minimum: $1,000,000
Main office
2201 San Pedro Drive NE, Building 25
Albuquerque NM 87110
Advisors at this office
2
Most active in
New Mexico
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.
Advisors at this firm
Margaret C
Series 66
Albuquerque, NM
Altus Wealth Management, LLC.
Margaret Carter is a financial professional at Altus Wealth Management, LLC in Albuquerque, NM, with 12 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Thrivent Financial and Arete Wealth Management. Altus Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, corporations, trusts, charitable organizations, and retirement plans. The firm employs diversified, strategic asset-allocation portfolios and offers retirement-plan consulting alongside educational seminars and oversight of third-party managers.
Majdah D
Series 63, Series 66
Albuquerque, NM
Altus Wealth Management, LLC.
Majdah Dphrepaulezz is a financial advisor at Altus Wealth Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of advisory services, she is an insurance agent specializing in life, disability, and long-term care insurance, and provides financial coaching for widows and divorcees. Altus Wealth Management offers discretionary investment management, financial planning, and consulting services to individuals, families, corporations, trusts, and retirement plans. The firm emphasizes diversified, strategic asset allocation and combines portfolio management with written financial plans and periodic reviews.
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