Firm profile

ALTUS WEALTH GROUP, LLC

COLORADO SPRINGS, COCRD 287848Latest ADV March 9, 2026

Altus Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 9, 2026, reports $620M in regulatory assets under management, 7 employees, 1 office, and 2,339 accounts.

Assets Under Management
$620M
Employees
7
Offices
1 office
Total Clients
791
Primary office
COLORADO SPRINGS, CO
423 SOUTH CASCADE AVENUE, COLORADO SPRINGS, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCONancy P. Mercado

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
604
2
HNWI
22.9%
181
3
Corporations
0.8%
6
Categories with <5 clients
Charitable Organizations<5 clients
INVESTMENT CLUB<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$620Mas of March 9, 2026
Discretionary64.9%
$402M
65% of total RAUM64.9%
Non-discretionary35.1%
$218M
35% of total RAUM35.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$620M
Total Accounts2,339
10Y AUM Change+$620M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee113:1
10Y Employee Change+4 (+133.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.