AUMdb

Altus Wealth Management, Llc.

SEC-registered Investment Adviser · Boutique (under $100M) CRD 344313 · SEC file 801-137419 · Albuquerque, NM · WWW.ALTUSWEALTHMANAGEMENT.COM
☆ Save with Pro ADV data as of Sep 01, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
—
Accounts
0
Employees
2

Who they serve

Client typeClientsAUM% of AUM

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Pension consulting services
  • • Selection of other advisers
  • • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 01, 2026.

View current Form ADV (SEC/IAPD) ↗