Altus Wealth Group, Llc
- Regulatory AUM
- $620M
- Discretionary
- $402M
- Clients
- 791
- Avg AUM / client
- $784K
- Accounts
- 2,339
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 604 | $158M | 25.4% |
| High net worth individuals | 181 | $452M | 72.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $846K | 0.14% |
| Charitable organizations | Fewer than 5 clients | $7.2M | 1.15% |
| Corporations and other businesses | 6 | $2.0M | 0.32% |
| Other | Fewer than 5 clients | $449K | 0.07% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dustin Larry Bench | Managing Member | CFP | May 2017 (9y) | ≈ 37.5% – 75% via Bethemore Holdings, Llc |
| Nancy Pizarro Mercado | Cco | CFP Chartered Financial Consultant | May 2017 (9y) | ≈ 37.5% – 75% via Kdjp Holdings, Llc |
| Michael John Harrington | Registered representative | Aug 2017 (9y) | ||
| Norman F.D. Alvis | Registered representative | CFA | Mar 2022 (4y) | |
| Brenda Lynn Lammers | Registered representative | May 2022 (4y) | ||
| Edwin A Janeczek | Registered representative | CFP | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bethemore Holdings, Llc | Member | May 2017 | A | 50% – 75% |
| Kdjp Holdings, Llc | Member | May 2017 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Dustin Larry Bench: 75% – 100% of Bethemore Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Nancy Pizarro Mercado: 75% – 100% of Kdjp Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $575M (93% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗