1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALTUS WEALTH GROUP, LLC

Map pinCOLORADO SPRINGS, CO
Phone719-900-1295
NotebookSEC #801-110511
Total AUM
$620.1M
Employees
7
Clients
794

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
423 SOUTH CASCADE AVENUE
COLORADO SPRINGS
CO 80903
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
719-900-1295
Other Offices
1

ReceiptFinancials

Total AUM
$620.1M
Accounts
2,339
Discretionary
$402.3M
Accounts
1,451
Non-Discretionary
$217.8M
Accounts
888

ContactClients

View more in analytics →

Individual Clients
604
AUM
$157.7M
HNW Individual Clients
181
AUM
$451.9M
Pension/Profit Sharing Plan Clients
1
AUM
$846K
Charitable Organization Clients
1
AUM
$7.2M
Corporation or Business Clients
6
AUM
$2M
Other Clients
1
AUM
$448.6K
Description of Other Clients
INVESTMENT CLUB

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLHIMIMNMTNCNENMNVNYOHORPARITXUTVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account