Altus Wealth Solutions
Firm details
- Headquarters
- ,
- CRD number
- 145259
- Website
- altuswealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.66%
- Pension & Profit Sharing Plans28.71%
- HNWI16.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Altus Wealth Solutions is an independent registered investment adviser operating as a corporation with individual ownership. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses, along with pension consulting services. Their billing model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm also acts as an insurance broker, indicating a role in arranging client insurance solutions in addition to investment advice.
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
2 of 2
John Buerger
FounderCRD 4924044
Allyson Buerger
ShareholderCRD 5430554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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