ALTUS WEALTH GROUP, LLC

RIASEC RegisteredEst. 2017
Total AUM
$620M
Discretionary
$402M
65% of AUM
Avg account
$265K
Accounts
2,339
Employees
7
Advisory reps
7

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

FINTRX

Overview

Altus Wealth Group, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm was SEC-registered in 2017 and offers fee arrangements that include a percentage-of-AUM model alongside fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. Altus reports that it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 17%, Cash & Cash Equivalents 7%, Other 5%, Private Funds 3%, State & Local Bonds 2%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents7%
  • Other5%
  • Private Funds3%

Owners & executives

2 of 2

  • NANCY MERCADO

    Chief Compliance Officer & PartnerCRD 2211709

  • SCOTT ANDERSON

    CEOCRD 5948371

Contacts

3 of 5

  • EDWIN JANECZEK

    Financial AdvisorCRD 5691874

  • DUSTIN BENCH

    Financial AdvisorCRD 4643563

  • MICHAEL HARRINGTON

    Senior Vice PresidentCRD 3162983

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 76

Active vs passive

$177M in ETFs

Passive

85%

$151M

Active

14%

$26.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$29.9M45,78116.86%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth