$620.1M Total AUM
$402.3M Disc. AUM
-- 3Y CAGR
7 Employees
791 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeDelta zenith +more
- Established Date
- 05-16-2017
- Office Locations
- 2
Office Locations
24 S. Weber St. Suite 205 Colorado Springs CO
423 South Cascade Avenue Colorado Springs CO
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.
Team overview
53 AVG AGE
$88.6M AVG AUM / ADVISOR
$783.9K AVG AUM / CLIENT
6.3 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex delta Crest foundation Matrix Summit Foundation alpha Vertex atlas Foundation focus Quantum
Client Personas
Peak quantum Prime Meridian zenith
Custodian
Alpha vital Pioneer vital Bridge Momentum legacy Eagle Peak element
Investment Themes
Value Element wave Pathway Optima
Investment Vehicles
Atlas harbor
Platform
Oak north
Services
Oak Prime Summit Quantum harbor Value unison Legacy beacon Quantum vertex Signal crest Pioneer crest Quantum Prime beacon Beacon
Technology
Summit Insight legacy Matrix glacier Timber zenith
Owner & Executives
NORMAN F.D. ALVIS
DIRECTOR, Vice President
- CRD
- #4763929
- Ownership
- Less than 5%
(833) 226-9900
zenith.matrix@harborcapital.com
in linkedin.com/in/wave-ember
MICHAEL JOHN HARRINGTON
Financial Advisor, Vice President
- CRD
- #3162983
- Ownership
- Less than 5%
(369) 290-3917
insight.timber@quantumcapital.com
in linkedin.com/in/wave-fusion
S
Signal glacier
North atlas
- CRD
- #50582
- Ownership
- 20.0%
(947) 525-6459
oak.optima@zenithcapital.com
in linkedin.com/in/ember-element
Showing 2 of 4 owners & executives
Unlock allContacts
DUSTIN LARRY BENCH
Certified Financial Planner
- CRD
- #4643563
(848) 868-4165
peak.ember@primecapital.com
in linkedin.com/in/wave-oak
EDWIN A JANECZEK
Financial Advisor
- CRD
- #5691874
(788) 981-4133
quantum.value@horizoncapital.com
in linkedin.com/in/glacier-peak
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,258,318 | $277,228 |
| Non-Discretionary | $217,800,901 | $245,271 |
| Total | $620,059,219 | $265,096 |
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Separately Managed Accounts
Total SMA Asset: $620,059,219
Public Funds:
17.3% Equity - Exchange:
14.9% Cash:
22.2% Other:
11.8% Private Funds:
23.3% Municipal Bonds:
10.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,348,261,179 | 17.3% |
| Equity - Exchange | $1,161,219,166 | 14.9% |
| Cash | $1,730,138,623 | 22.2% |
| Other | $919,623,232 | 11.8% |
| Private Funds | $1,815,866,212 | 23.3% |
| Municipal Bonds | $818,308,809 | 10.5% |
| Total | $7,793,417,221 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON UNISON RADIAL | ALPHA BEACON | PKBWRI4LQ | HZBT | 7.24% | $69,674,759 |
| WAVE MERIDIAN | WAVE RADIAL | XV6ZGN7JI | UOC | 8.50% | $20,021,656 |
| HARBOR WAVE | BRIDGE ALPHA | EIB3MHVZ9 | YPLE | 12.17% | $13,960,989 |
| FOCUS UNISON | INSIGHT SUMMIT | 8G7MZ217S | ASFM | 1.23% | $21,329,128 |
| HARBOR ALPHA SIGNAL | LEGACY MERIDIAN | JF57BZW1J | EBFOJ | 6.72% | $83,366,341 |
| OPTIMA PRIME QUANTUM | BEACON PIONEER | XUDJQWUH5 | NVVY | 7.70% | $20,083,045 |
| QUANTUM GLACIER | PIONEER MOMENTUM | Q7A9XWT38 | ZXO | 10.33% | $30,489,478 |
| FUSION VERTEX | MATRIX SUMMIT | A4NN90WVF | ADAH | 6.93% | $69,783,034 |