Altus Wealth is an investment advisor in Colorado Springs with $386.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821062794
SEC advisor number
801-110511
FINRA CRD number
287848
AUM ?
$445.04 mm
(as of 14 Feb 24)
Accounts
2,195
(as of 14 Feb 24)
Employees
10
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Oct 24
13F-HR
Quarterly holdings report by institutional manager
5 Aug 24
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22