# Altus Wealth Group, LLC

> Altus Wealth Group, LLC is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 287848
- Filed as: ALTUS WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287848
- AdvisorCensus page: https://advisorcensus.com/firm/altus-wealth-group-llc-colorado-springs-co-287848

## Quick answers

**How is Altus Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Altus Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Altus Wealth Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Flat fee: $1,000 to $10,000 (financial plans); Hourly rate: $250 an hour (Services provided up to date of termination). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Altus Wealth Group, LLC located?**
Altus Wealth Group, LLC's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Altus Wealth Group, LLC registered with the SEC or a state?**
Altus Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287848.

**How much does Altus Wealth Group, LLC manage?**
Altus Wealth Group, LLC reports $620,059,219 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (65% discretionary).

**How have Altus Wealth Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Altus Wealth Group, LLC: Regulatory assets under management: $269,610,230 in the October 2021 data and $620,059,219 in the October 2026 data, up 130%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altus Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (604); high net worth individuals (181); corporations or other businesses not listed above (6).

**Which custodians does Altus Wealth Group, LLC use?**
Altus Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Altus Wealth Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287848

**Does Altus Wealth Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum at our sole discretion."

**What changed in Altus Wealth Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in SC, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum at our sole discretion.

- Flat fee: $1,000 to $10,000 (financial plans)

> Fixed fees for financial plans range from $1,000 to $10,000.

- Hourly rate: $250 an hour (Services provided up to date of termination)

> Services provided up to date of termination but not yet paid to Altus Wealth Group will be billed to you based on the hourly rate of $250.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $620,059,219
- Discretionary: $402,258,318
- Non-discretionary: $217,800,901

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 604 | $157,729,668 |
| High net worth individuals | 181 | $451,890,471 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $846,027 |
| Charitable organizations | Fewer than 5 | $7,159,965 |
| Corporations or other businesses not listed above | 6 | $1,984,536 |
| Other | Fewer than 5 | $448,552 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DE, FL, HI, MI, MN, MT, NC, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [altuswealthgroup.com](https://altuswealthgroup.com)
- Facebook @altuswealthgroup
- LinkedIn @company.altus-wealth-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $269,610,230 | 8 | February 5, 2021 |
| October 2022 | $379,965,423 | 8 | March 2, 2022 |
| October 2023 | $386,172,967 | 9 | July 20, 2023 |
| October 2024 | $445,043,153 | 10 | February 14, 2024 |
| October 2025 | $572,624,043 | 7 | February 25, 2025 |
| October 2026 | $620,059,219 | 7 | June 4, 2026 |

Regulatory assets under management: $269,610,230 in the October 2021 data and $620,059,219 in the October 2026 data, up 130%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in SC, TN.

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altus Wealth Group, LLC (CRD 287848): Form ADV filing data as of October 2026.