# Altus Wealth Solutions

> Altus Wealth Solutions is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 31, 2026.

- CRD: 145259
- Filed as: ALTUS WEALTH SOLUTIONS
- Legal name: Altus, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: May 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145259
- AdvisorCensus page: https://advisorcensus.com/firm/altus-wealth-solutions-san-luis-obispo-ca-145259

## Quick answers

**How is Altus Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Altus Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Altus Wealth Solutions located?**
Altus Wealth Solutions' principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Altus Wealth Solutions registered with the SEC or a state?**
Altus Wealth Solutions is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145259.

**How much does Altus Wealth Solutions manage?**
Altus Wealth Solutions reports $4,754,957 in regulatory assets under management in its Form ADV filing dated May 31, 2026 (71% discretionary).

**What types of clients does Altus Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does Altus Wealth Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145259

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,754,957
- Discretionary: $3,389,775
- Non-discretionary: $1,365,182

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $2,599,295 |
| High net worth individuals | Fewer than 5 | $790,479 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,365,183 |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [altuswealth.com](https://altuswealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altus Wealth Solutions (CRD 145259): Form ADV filing data as of October 2026.