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| Altus Wealth Group LLC
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| |
|---|---|
| CRD # | 287848 |
| SEC # | 801-110511 |
| CIK # | 0001842572, 0001802107 |
| AUM | $445.0 MM (2024-02-14) |
| Employees | 10 (80% Investors, 40% Brokers) |
| Phone | 719-900-1295 |
| Address | 423 South Cascade Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 8.7 | |
| TPL | 12,640.2 | 2.4 | |
| AAPL | 2,382,844.0 | 2.0 | |
| NVDA | 399,550.0 | 1.7 | |
| MSFT | 1,918,222.4 | 1.1 | |
| MRK | 232,371.9 | 0.8 | |
| AMZN | 1,092,997.8 | 0.7 | |
| JPM | 340,169.2 | 0.7 | |
| GOOGL | 1,475,138.5 | 0.6 | |
| GOOG | 1,482,566.4 | 0.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 555 | 117.8 |
| (b) Individuals (high net worth individuals) | 167 | 316.6 |
| (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 | 0.6 |
| (h) Charitable organizations | 0 | 5.1 |
| (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 | 0 | 4.5 |
| (n) Other | 0 | 0.3 |
| Total | 2,195 | 445.0 |
| By Discretionary | ||
| Discretionary | 1,568 | 322.1 |
| Non-Discretionary | 627 | 122.9 |
| Total | 2,195 | 445.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.0 | |
| Total | 2,195 | 445.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802107] | |
| 13F-HR | [0001842572] |
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|---|---|---|
|
Hill Island Financial LLC
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MI | 0.4 |
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Strategas Asset Management LLC
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NY | 0.4 |
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NV | 0.4 |
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Dorian Eason Asset Management LLC
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Affiliated Private Investors LLC
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FL | 0.4 |
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RDL Financial Inc
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VA | 0.4 |
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Heward Investment Management Inc
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0.4 | |
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CornerStone Wealth Advisors Inc
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MN | 0.4 |
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Osterweis Capital Management Inc
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CA | 0.4 |
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NH | 0.4 |