ALTUS WEALTH SOLUTIONS

ALTUS WEALTH SOLUTIONS is an SEC-registered investment adviser (CRD 145259). Regulatory assets under management: $4.8M.

Registration

• CRD: 145259
• Type: Registered investment adviser
• Phone: (805) 476-0333
• Latest filing: 2026-05-31
• Regulatory AUM: $4.8M
• Discretionary AUM: $3.4M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search