Altus Wealth Group LLC
Altus Wealth Group LLC is a Colorado-based SEC-registered investment adviser founded in 2017 and headquartered in Colorado Springs. The firm manages assets for individuals, including high net worth clients, as well as charitable organizations and a small number of businesses. As of early 2025, Altus Wealth Group oversees $572.6 million in assets and employs 7 professionals, with a majority focused on investment advisory and brokerage roles. The firm specializes in personalized wealth management and financial planning services for U.S. clients.
Investment Strategy
Altus Wealth Group LLC offers discretionary and non-discretionary portfolio management focused primarily on U.S. individuals and families, including high net worth clients. The firm builds client portfolios using publicly traded equities and other securities, seeking diversification across sectors with holdings in major companies such as Apple, Microsoft, Amazon, and Berkshire Hathaway. Its philosophy emphasizes tailored financial planning, risk management, and long-term value growth aligned with client goals.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.25% | $29.8M | 44,588 | $511.22 | $669.30 | +$2.8M |
M MOAT | VANECK ETF TRUST | 7.27% | $17.7M | 178,609 | $86.90 | $99.11 | +$1.2M |
S SPMO | INVESCO EXCH TRADED FD TR II | 6.85% | $16.7M | 137,743 | $95.11 | $121.06 | +$1.9M |
C COWZ | PACER FDS TR | 6.76% | $16.5M | 286,393 | $55.21 | $57.47 | -$663.0K |
X XMHQ | INVESCO EXCHANGE TRADED FD T | 3.73% | $9.1M | 86,493 | $98.24 | $104.96 | +$247.0K |