Overview
Assets Under Management: $573 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 170
Average Client Assets: $2 million
Frequently Asked Questions
ALTUS WEALTH GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287848), ALTUS WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
ALTUS WEALTH GROUP, LLC is headquartered in COLORADO SPRINGS, CO.
ALTUS WEALTH GROUP, LLC serves 170 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, ALTUS WEALTH GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ALTUS WEALTH GROUP, LLC manages $573 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, ALTUS WEALTH GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,323
Discretionary Accounts: 1,524
Non-Discretionary Accounts: 799
Regulatory Filings
CRD Number: 287848
Last Filing Date: 2025-02-25 00:00:00
Website: https://altuswealthgroup.com