ALTUS WEALTH GROUP, LLC
SEC RegisteredAbout the firm
Altus Wealth Group offers wealth management services including investment management, legacy and estate planning, and comprehensive financial planning. The firm serves a diverse clientele of individuals and businesses across the U.S. and focuses on building long-term relationships to support financial success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (including public stocks, private equity, public and private debt, bonds, cash, and other investment vehicles), legacy and estate planning (including asset transfer strategies and tax minimization), and comprehensive financial planning (including tax planning, retirement strategies, and investment management).
Who they serve
Individuals and businesses across the U.S.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 604 | $158M |
| High Net Worth Individuals | 181 | $452M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTUS WEALTH GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.