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ALTUS WEALTH GROUP, LLC

CRD 287848 · SEC 801-110511

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423 SOUTH CASCADE AVENUE, COLORADO SPRINGS, CO, 80903, United States

Phone

719-900-1295

Fax

719-900-1295

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$620.1M

Discretionary AUM

$402.3M

Team

7 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals604$157.7M
High net worth individuals181$451.9M
Corporations/business entities6$2.0M

States served

AZ, CA, CO, DE, MI, MN, MT, NE, NV, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD