CRD: 287848
Altus Wealth Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-16-2017
- Office Locations
- 2
Office Locations
About Altus Wealth Group, LLC
Altus Wealth Group is a Colorado Springs–based RIA providing comprehensive financial planning, tax strategies, and investment management for couples and families as well as businesses and non-profits. The team includes CFPs, CPAs, and CFAs and supports portfolio construction across traditional funds and ETFs, with access to alternative investments where appropriate. Primary custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between February 25, 2025 and June 4, 2026, reported AUM increased 8.3%, from $572.6M to $620.1M.
Across 5 reported observations, AUM increased 63.2% between March 2, 2022 and June 4, 2026, from $380.0M to $620.1M.
Of the latest reported AUM, 64.9% is discretionary and 35.1% is non-discretionary.
The firm reports 7 advisory representatives and 791 clients, or 113 clients per representative. That equates to $783.9K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on June 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Altus Wealth Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Altus Wealth Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NORMAN F.D. ALVIS
DIRECTOR, Vice President
- CRD
- #4763929
- Ownership
- Less than 5%
MICHAEL JOHN HARRINGTON
Financial Advisor, Vice President
- CRD
- #3162983
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
DUSTIN LARRY BENCH
Certified Financial Planner
- CRD
- #4643563
EDWIN A JANECZEK
Financial Advisor
- CRD
- #5691874
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,258,318 | $277,228 |
| Non-Discretionary | $217,800,901 | $245,271 |
| Total | $620,059,219 | $265,096 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Altus Wealth Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Altus Wealth Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.