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ALTUS WEALTH GROUP, LLC

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

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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 StatusApproved
Firm CRD#287848
SEC#801-110511
Assets Managed by Firm$572,624,043
No. of Clients2323
No. of Advisors7

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 ClientsAUM
Firm Total2323$572,624,043
Individuals (other than high net worth individuals)603$157,167,144
High net worth individuals170$406,032,007
Pension and profit sharing plansFewer than 5 clients$402,404
Charitable organizationsFewer than 5 clients$6,228,611
Corporations or other businesses6$2,376,411

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