ALTUS WEALTH GROUP, LLC

423 South Cascade Avenue
Colorado Springs, Colorado 80903
Tel: 719-900-1295

About ALTUS WEALTH GROUP, LLC

ALTUS WEALTH GROUP, LLC, formally registered with the SEC as ALTUS WEALTH GROUP, LLC. The firm was established in 05/16/2017. They have over 2 offices throughout the country.

ALTUS WEALTH GROUP, LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $572,624,043 assets under management, offering retirement planning & investment advisory services to 2323 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287848
SEC#	801-110511
Assets Managed by Firm	$572,624,043
No. of Clients	2323
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2323	$572,624,043
Individuals (other than high net worth individuals)	603	$157,167,144
High net worth individuals	170	$406,032,007
Pension and profit sharing plans	Fewer than 5 clients	$402,404
Charitable organizations	Fewer than 5 clients	$6,228,611
Corporations or other businesses	6	$2,376,411

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