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| Altus Wealth Group LLC
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| CRD # | 287848 |
| SEC # | 801-110511 |
| CIK # | 0001842572, 0001802107 |
| AUM | 620.1 M (2026-06-04) |
| Employees | 7 (100% Investors, 57% Brokers) |
| Fees | |
| Minimum | |
| Phone | 719-900-1295 |
| Address | 423 South Cascade Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/9/2026) [Brochure] |
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ITEM 5 - FEES AND COMPENSATION
Investment Management Fees and Compensation
Altus Wealth Group charges a fee as compensation for providing Investment Management
services on your account. These services include advisory and consulting services, trade
entry, investment supervision, and other account-maintenance activities. Our custodian
charges transaction costs, custodial fees, redemption fees, retirement plan and
administrative fees or commissions. See Additional Fees and Expenses below for additional
details.
The fees for portfolio management are based on an annual percentage of assets under
management or on a dollar flat fee. Fees calculated based on a percentage are applied to
the account asset value on a pro-rata basis and billed quarterly in advance. The initial fee
will be based upon the market value of the portfolio on the last business day of the partial
quarter, prorated for the number of days in the quarter that your account is under
management. Thereafter, the quarterly fee will be calculated on last day of the calendar
quarter. The market value will be determined as reported by the Custodian. There may be
a possibility for price or account value discrepancies due to quarter-end transactions in an
account. Dividends or trade date settlements may occur and our third party billing
software may report a slight difference in account valuation at quarter end compared to
Altus Wealth Group, LLC – 423 South Cascade Avenue - Colorado Springs, CO 80903
FORM ADV 2A Brochure March 2026
what is reported on your Statement from the Custodian. Our firm has the ability to produce
billing summaries, which can be provided upon request.
Unless otherwise agreed upon and stated in Exhibit B of the Investment Management
Agreement, fees are assessed on all assets under management, including securities, cash
and some money market balances. When applicable and noted in Exhibit B of the
Investment Management Agreement, legacy positions will also be excluded from the fee
calculation.
Our maximum annual advisory fee for accounts paying a percentage of assets under
management is 2.00%. The specific advisory fees are set forth in your Investment Advisory
Agreement. Fees may vary based on the size of the account, complexity of the portfolio,
extent of activity in the account or other reasons agreed upon by us and you as the client.
Additional deposits and withdrawals will be added or subtracted from portfolio assets, as
the case may be, which may lead to an adjustment of the account fee. In certain
circumstances, our fees and the timing of the fee payments may be negotiated. Our
employees and their family related accounts are charged a reduced fee for our services.
Unless instructed by the client, we will aggregate asset amounts in accounts from your
same household together to determine the advisory fee for all your accounts. We would
do this, for example, where we also service accounts on behalf of your minor children,
individual and joint accounts for a spouse, and/or other types of related accounts. This
consolidation practice is designed to allow you the benefit of an increased asset total,
which could potentially cause your account(s) to be assessed a lower advisory fee.
The independent qualified custodian holding your funds and securities will debit your
account directly for the advisory fee and pay that fee to us. You will provide written
authorization permitting the fees to be paid directly from your account held by the qualified
custodian. Further, the qualified custodian agrees to deliver an account statement at least
quarterly directly to you indicating all the amounts deducted from the account including
our advisory fees. At our discretion, you may pay the advisory fees by check. You are
encouraged to review your account statements for accuracy.
Either Altus Wealth Group or you may terminate the management agreement immediately
upon written notice to the other party. The management fee will be pro-rated to the date
of termination, for the month in which the cancellation notice was given and billed to your
account. Upon termination, you are responsible for monitoring the securities in your
account, and we will have no further obligation to act or advise with respect to those assets.
In the event of client’s death or disability, Altus Wealth Group will continue management
of the account until we are notified of client’s death or disability and given alternative
instructions by an authorized party.
Altus Wealth Group, LLC – 423 South Cascade Avenue - Colorado Springs, CO 80903
FORM ADV 2A Brochure March 2026
Third Party Management (“TPM Program” or “TPM”) Fees
Fees and billing methods are outlined in each respective Manager’s Brochure and Advisory
Contract. The Client pays an on-going fee directly to the Manager based upon a percentage
of your assets under management with respect to each Manager. You will receive
disclosure of all fees by the TPM, which include the terms of the compensation
arrangement and a description of the compensation paid, at the time of signing an advisory
agreement with the TPM.
The minimum account size for participating in a TPM Program will vary from Manager to
Manager. All such minimums will be disclosed in the respective Manager’s Brochure. Altus
Wealth Group may have the ability to negotiate such minimums for you.
You may terminate your relationship in accordance with the respective Managers’
disclosure documents. If you terminate your participation in the Program within five
business days of inception, you will receive a full refund of the fee. Pre-paid fees will be
refunded in accordance with the respective Manager’s agreement and disclosure
documents.
A Manager relationship may be terminated at your or your IAR’s discretion. Altus Wealth
Group may at any time terminate the relationship with a Manager that manages your
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/9/2026) [Brochure] |
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ITEM 7 - TYPES OF CLIENTS We provide investment advice to individuals, businesses, high-net-worth individuals, foundations, endowments, family foundations, institutions, trusts and estates. Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum at our sole discretion. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Nvidia Corp | 7.1 | ||
| Microsoft Corp | 5.7 | ||
| Alphabet Inc | 5.2 | ||
| Broadcom Inc | 4.8 | ||
| Builders Firstsource Inc | 4.3 | ||
| Union Pacific Corp | 3.5 | ||
| Amazon Com Inc | 2.9 | ||
| Micron Technology Inc | 2.5 | ||
| American Electric Power Co Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 604 | 157.7 |
| (b) Individuals (high net worth individuals) | 181 | 451.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.0 |
| (n) Other | 0 | 0.4 |
| Total | 2,339 | 620.1 |
| By Discretionary | ||
| Discretionary | 1,451 | 402.3 |
| Non-Discretionary | 888 | 217.8 |
| Total | 2,339 | 620.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 620.1 | |
| Total | 2,339 | 620.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802107] | |
| 13F-HR | [0001842572] |
| Firm Profile (Form ADV) | |
|---|---|
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