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- Custodian
- Altruist · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- CrestVertex focus +more
- Established Date
- 03-01-1999
- Office Locations
- 1
Office Locations
About Altus Wealth Solutions
ALTUS Wealth Solutions is a California-registered, 100% virtual RIA providing personal and business financial planning, insurance planning support, and locally managed investment portfolios. Founder/CIO John D. Buerger, CFP, uses a rules-based active tactical approach focused on downside risk management, with portfolios largely implemented using ETFs. The firm is not broker/dealer affiliated and works on a fee basis, with a high-touch cadence (often meeting every 3-5 weeks).
Team overview
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Investment Themes
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Owner & Executives
ALLYSON LYNN BUERGER
President
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN DEWEY BUERGER
Chief Financial Officer, DIRECTOR, Investment Advisor, President, Secretary
- CRD
- #4924044
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,389,775 | -- |
| Non-Discretionary | $1,365,182 | -- |
| Total | $4,754,957 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,754,957
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,638,489,914 | 43.6% |
| Cash | $4,706,670,439 | 56.4% |
| Total | $8,345,160,353 | 100.0% |