Altus Wealth Group, LLC logo

Altus Wealth Group, LLC

Updated today

Client assets under management

$609,620,139

Clients

785

23% high-net-worth

Advisors

7

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

112

Very High

Average account size

$776,586

About

Altus Wealth Group, LLC is a registered investment adviser that serves individuals (including high‑net‑worth clients), families, trusts, estates and institutions through a seven‑advisor team managing roughly $620 million in regulatory assets. The firm offers discretionary and non‑discretionary investment management, wealth planning, third‑party manager selection, and limited consulting, and also provides advice on legacy positions, employer‑sponsored plans and certain insurance products.

The firm describes a risk‑first investment process that uses managed‑volatility portfolios and explicit risk budgets to shape asset allocation across ETFs, mutual funds, bonds and individual securities, combining active and passive strategies as appropriate. Portfolios are reviewed at least quarterly with rebalancing as warranted, and Altus conducts due diligence on third‑party managers while using Orion for performance reporting and Charles Schwab as its primary custodian.

Compared with many peers, the brochure indicates Altus advertises third‑party ratings and directs readers to its SEC IARD profile (IARD #287848) for additional information, a practice that is uncommon among similar team firms. The firm also discloses a negotiated wealth‑planning fee structure (fixed plans quoted $1,000–$10,000), a substantial split between discretionary ($402.3M) and non‑discretionary ($217.8M) assets, and a recent ownership‑interest adjustment the firm says did not affect management or day‑to‑day operations.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees range from $1,000 to $10,000.

Commissions

Certain IARs receive commissions from insurance and securities transactions; Altus Wealth Group may reduce advisory fees proportionally.

Project-based

$250/hour for unearned portion of terminated financial planning services.

Other

Account minimum: $250,000

Main office location

Altus Wealth Group, LLC

423 South Cascade Avenue

Colorado Springs CO 80903, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Delaware · Florida · Hawaii · Michigan · Minnesota · Montana · Nebraska · Nevada · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dustin B

CFP®, Series 66

Colorado Springs, CO

Altus Wealth Group, LLC

Dustin Bench is a CFP® with 22 years of industry experience currently serving at Altus Wealth Group, LLC. His prior roles include nearly a decade at Morgan Stanley in various capacities. Bench is involved in nonprofit leadership as Board Chair of the Community Partnership Family Resource Center and serves as President of the Pikes Peak Kiwanis Foundation; he also sits on the board of SolidGround, a nonprofit addressing housing needs for low-income families in Colorado. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment approach that utilizes managed-volatility portfolios and combines active and passive strategies, with services including investment management, wealth planning, and third-party manager selection.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Brenda L

Series 65

Colorado Springs, CO

Altus Wealth Group, LLC

Brenda Lammers is a financial advisor with Altus Wealth Group, LLC in Colorado Springs, CO. She holds a Series 65 designation and has three years of industry experience. Prior to joining Altus Wealth Group in 2022, she worked at US Bank from 2011 to 2022. Altus Wealth Group is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in assets. The firm employs a risk-first investment process using managed-volatility portfolios and explicit risk budgets, blending active and passive strategies across various asset classes.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Nancy M

CFP®, ChFC®, Series 63, Series 65

Colorado Springs, CO

Altus Wealth Group, LLC

Nancy Mercado is a CFP® and ChFC® with 34 years of experience in the financial industry. She has worked at several firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and currently serves at Altus Wealth Group, LLC since 2017. Nancy is also a managing partner at Peep Ventures, LLC, an entity involved in operating commercial rental properties. Altus Wealth Group, LLC is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a seven-advisor team managing approximately $620 million in assets. The firm employs a risk-first investment process incorporating managed-volatility portfolios and combines active and passive strategies, providing both discretionary and non-discretionary investment management along with wealth planning and consulting services.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Scott A

Series 66

Colorado Springs, CO

Altus Wealth Group, LLC

Scott Anderson is a financial advisor at Altus Wealth Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, and Purshe Kaplan Sterling Investments prior to joining Altus Wealth Group. Anderson is also involved in the sale of fixed and traditional insurance products and group disability insurance. Altus Wealth Group, LLC serves individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in regulatory assets. The firm uses a risk-first investment process that employs managed-volatility portfolios and explicit risk budgets, combining active and passive strategies across various asset classes.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Norman A

CFA®, Series 66

Colorado Springs, CO

Altus Wealth Group, LLC

Norman Alvis is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Altus Wealth Group, LLC since 2022. Prior to joining Altus, he worked at US Bank for twelve years. Outside of his advisory role, he operates a cycling marketing and promotion business called More Power to the Pedals. Altus Wealth Group, LLC is a seven-advisor team managing approximately $620 million in assets for individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process that balances active and passive strategies across a range of asset classes, with portfolios reviewed and rebalanced quarterly.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Edwin J

CFP®, Series 63, Series 65

Colorado Springs, CO

Altus Wealth Group, LLC

Edwin Janeczek is a CFP® professional with 13 years of industry experience, currently serving at Altus Wealth Group, LLC. His prior roles include positions at LBMZ Securities Inc, Zacks Investment Management, Stratera Holdings LLC, T. Rowe Price, and FS2 Capital Partners. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process focused on managed-volatility portfolios and uses both active and passive strategies across various asset types.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Michael H

Series 63, Series 65

Palm Desert, CA

Altus Wealth Group, LLC

Michael Harrington is a financial advisor with Altus Wealth Group, LLC in Palm Desert, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Altus Wealth Group in 2017, he worked at Morgan Stanley Smith Barney from 1998 to 2017. He is also the owner of MH Wealth Management, through which he provides financial advisory services. Altus Wealth Group is a seven-advisor team managing approximately $620 million in regulatory assets, serving individuals, families, trusts, estates, and institutions. The firm follows a risk-first investment process using managed-volatility portfolios and explicit risk budgets, combining active and passive strategies across various securities, with quarterly portfolio reviews and third-party manager due diligence.

Private / alternative investments Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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