Altus Wealth Group, LLC
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 287848
- Registered since
- May 16, 2017
- Website
- www.altuswealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.88%
- Individuals25.44%
- Charitable Organizations1.15%
- Corporations / Businesses0.32%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Altus Wealth Group, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2017. The firm acts as a capital allocator for both individual/family and institutional clients and blends fee models that include percentage-of-AUM billing and fixed fees. Its core advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm does not position itself as an ESG investor, and its ADV indicates it is not a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities17%
- Cash & Cash Equivalents7%
- Other5%
- Private Funds3%
Owners & executives
1 of 1
Nancy Mercado
Chief Compliance Officer & PartnerCRD 2211709
Contacts
3 of 5
Edwin Janeczek
Financial AdvisorCRD 5691874
Dustin Bench
Financial AdvisorCRD 4643563
Michael Harrington
Senior Vice PresidentCRD 3162983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$194M in ETFs
86%
$167M
14%
$27.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35M | 46,761 | 18.04% |
Location
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 423 S Cascade Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Envoy Advisory Inc.
RIAColorado Springs, CO
Intergy Private Wealth, LLC
RIAColorado Springs, CO
One Bow River Advisers, LLC
RIAColorado Springs, CO
Seamount Financial Group Inc
RIAColorado Springs, CO
Ramsay Stattman Vela & Price Inc
RIAColorado Springs, CO
Petra Financial Advisors Inc
RIAColorado Springs, CO