Altus Wealth Group, LLC

Assets Under Management

$572.6M

Number of Clients

779

Number of Advisors

7

Average Client AUM

$735K

AUM per Advisor

$81.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Altus Wealth Group provides investment management and wealth planning services. They offer discretionary and non-discretionary investment management, including investment analysis, asset allocation, and portfolio monitoring. Wealth planning addresses family goals, estate, tax, charitable giving, and legacy objectives, partnering with other advisors.

Fee Structure

Minimum Investment:$250K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
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Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

7 Advisors at this firm

Altus Wealth Group, Llc | TrueAdvisor