Altus Wealth Group, LLC is a large advisory firm based in Colorado Springs. It manages $190.03 million of regulatory assets for 510 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.
Altus Wealth Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Altus Wealth Group, LLC is $190.03 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Altus Wealth Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Altus Wealth Group is individuals with 460 clients and $116.12 million of assets under management. Among the 6 most similar advisory firms, Altus Wealth Group has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $188.28 million for 508 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Altus Wealth Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Altus Wealth Group, LLC performs its advisory services is located at 24 S. Weber St. Suite 205, Colorado Springs, CO 80903, which is also the mailing address of the firm. An additional office of the firm is in Palm Desert, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 719-900-1295 or by fax 719-400-6900. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at altuswealthgroup.com.