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| Happy Holidays!! thanks for using AUM13F!! |
| Altus Wealth Group LLC
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| CRD # | 287848 |
| SEC # | 801-110511 |
| CIK # | 0001842572, 0001802107 |
| AUM | $572.6 M (2025-02-25) |
| Employees | 7 (100% Investors, 57% Brokers) |
| Phone | 719-900-1295 |
| Address | 423 South Cascade Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001842572 0001802107 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 1.0 | ||
| Microsoft Corp | 0.7 | ||
| Apple Inc | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Facebook Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Broadcom Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Tesla Motors Inc | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| VISA Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 603 | 157.2 |
| (b) Individuals (high net worth individuals) | 170 | 406.0 |
| (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 | 0.4 |
| (h) Charitable organizations | 0 | 6.2 |
| (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 | 2.4 |
| (n) Other | 0 | 0.4 |
| Total | 2,323 | 572.6 |
| By Discretionary | ||
| Discretionary | 1,524 | 384.8 |
| Non-Discretionary | 799 | 187.8 |
| Total | 2,323 | 572.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.6 | |
| Total | 2,323 | 572.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802107] | |
| 13F-HR | [0001842572] |
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ABLE Financial Group LLC
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NWK Group Inc
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Core Wealth Advisors Inc
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Cornell Pochily Investment Advisors Inc
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Bright Financial Advisors Inc
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