DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALTUS WEALTH GROUP, LLC

CRD 287848

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2c0a03b-0093-46ec-de74-873f83c3f9f5

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 0
Observed: Apr 21, 2017 to Jun 4, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $620MItem 5.F on the latest filing (2026-06-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $402M
Private client RAUM: $610MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $103Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,339
Individual clients: 604
High net worth clients: 181
Custody, client assets: $280M
SEC number: 801-110511
CIK: 1842572
CRD: 287848
Filings on the tape: 25
First filed: Apr 21, 2017
Latest filed: Jun 4, 2026
Organised: Limited Liability Company, CO
Website: altuswealthgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NANCY PIZARRO MERCADO	Certified Financial Planner\|Chartered Financial Consultant	COLORADO SPRINGS, CO	9	34	3	yes
DUSTIN LARRY BENCH	Certified Financial Planner	COLORADO SPRINGS, CO	9	22	3	yes
MICHAEL JOHN HARRINGTON	n/a	COLORADO SPRINGS, CO \| Palm Desert, CA	9	27	3	yes
NORMAN F.D. ALVIS	Chartered Financial Analyst	COLORADO SPRINGS, CO	4	21	2	no
BRENDA LYNN LAMMERS	n/a	COLORADO SPRINGS, CO	4	15	n/a	no
EDWIN A JANECZEK	Certified Financial Planner	COLORADO SPRINGS, CO	2	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENCH, DUSTIN, LARRY	MANAGING MEMBER	E	yes	05/2017	Apr 21, 2017	Nov 27, 2024
BETHEMORE HOLDINGS, LLC	Member	D	yes	05/2017	Apr 21, 2017	Nov 27, 2024
KDJP HOLDINGS, LLC	Member	D	yes	05/2017	Apr 21, 2017	Nov 27, 2024
MERCADO, NANCY, PIZARRO	MANAGING MEMBER	E	yes	05/2017	Apr 21, 2017	Nov 27, 2024
MERCADO, NANCY, PIZARRO	Cco	Na	yes	05/2017	Apr 21, 2017	Nov 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$620M	$402M	7	7	1	n/a	n/a
2024	Feb 25, 2025	$573M	$385M	7	7	1	n/a	n/a
2023	Feb 14, 2024	$445M	$322M	10	8	1	n/a	n/a
2022	Jan 31, 2023	$386M	$282M	9	7	2	n/a	n/a
2021	Mar 2, 2022	$380M	$323M	8	5	2	n/a	n/a
2020	Feb 5, 2021	$270M	$261M	8	6	2	n/a	n/a
2019	Feb 11, 2020	$232M	$228M	8	6	2	n/a	n/a
2018	Jan 24, 2019	$190M	$186M	4	4	2	n/a	n/a
2017	Mar 9, 2018	$173M	$169M	4	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	16.7%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$620M	$573M	8.3%	$386M	17.1%	7	7	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	2	May 22, 2017	May 22, 2017	COLORADO SPRINGS, CO	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (8)

← EDWIN A JANECZEKAdvisorregistration: current employment
Jan 10, 2024 to presentfactForm ADV
← BRENDA LYNN LAMMERSAdvisorregistration: current employment
May 9, 2022 to presentfactForm ADV
← NORMAN F.D. ALVISAdvisorregistration: current employment
Mar 10, 2022 to presentfactForm ADV
← MICHAEL JOHN HARRINGTONAdvisorregistration: current employment
Aug 22, 2017 to presentfactForm ADV
← NANCY PIZARRO MERCADOAdvisorregistration: current employment
May 22, 2017 to presentfactForm ADV
← DUSTIN LARRY BENCHAdvisorregistration: current employment
May 22, 2017 to presentfactForm ADV
← SCOTT ROBERT ANDERSONAdvisorregistration: previous registration
Nov 12, 2019 to Jun 17, 2026factForm ADV
← MATTHEW JON KRAUSEAdvisorregistration: previous registration
Sep 10, 2019 to Aug 27, 2021factForm ADV

Controls (4)

← MERCADO, NANCY, PIZARROOwnerMANAGING MEMBER, ownership code E, individual
Apr 21, 2017 to Nov 27, 2024factForm ADV
← BENCH, DUSTIN, LARRYOwnerMANAGING MEMBER, ownership code E, individual
Apr 21, 2017 to Nov 27, 2024factForm ADV
← BETHEMORE HOLDINGS, LLCOwnerMEMBER, ownership code D, domestic entity
Apr 21, 2017 to Nov 27, 2024factForm ADV
← KDJP HOLDINGS, LLCOwnerMEMBER, ownership code D, domestic entity
Apr 21, 2017 to Nov 27, 2024factForm ADV

Moved with (1)

← MORGAN STANLEYRegistered adviser2 advisors, team lift out, same day
May 22, 2017 to May 22, 2017factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
Scott Robert Anderson left Altus Wealth Group, Llc for Vantalith Wealth (registered 2026-06-16)
Form ADVobserved 5 days ago
Occurred
Feb 25, 2025
Regulatory AUM changed
Altus Wealth Group, Llc reported RAUM $572.6M, up 29% from $445.0M (2024-11-27 to 2025-02-25)
Form ADVobserved 5 days ago
$128M
Occurred
Mar 2, 2022
Regulatory AUM changed
Altus Wealth Group, Llc reported RAUM $380.0M, up 41% from $269.6M (2022-01-14 to 2022-03-02)
Form ADVobserved 5 days ago
$110M
Occurred
Jun 12, 2020
Control person left
Enright Jill Reitmeyer (Managing Member) no longer on Schedule A of Altus Wealth Group, Llc (listed 2020-05-13, absent 2020-06-12)
Form ADVobserved 5 days ago
Occurred
Apr 21, 2017
First Form ADV filing
Altus Wealth Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2c0a03b-0093-46ec-de74-873f83c3f9f5
First observed: Apr 21, 2017
Last observed: Jun 4, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTUS WEALTH GROUP, LLC

CRD 287848

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2c0a03b-0093-46ec-de74-873f83c3f9f5

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NANCY PIZARRO MERCADO

Certified Financial Planner|Chartered Financial Consultant

COLORADO SPRINGS, CO

yes

DUSTIN LARRY BENCH

Certified Financial Planner

COLORADO SPRINGS, CO

yes

MICHAEL JOHN HARRINGTON

n/a

COLORADO SPRINGS, CO | Palm Desert, CA

yes

NORMAN F.D. ALVIS

Chartered Financial Analyst

COLORADO SPRINGS, CO

BRENDA LYNN LAMMERS

n/a

COLORADO SPRINGS, CO

n/a

EDWIN A JANECZEK

Certified Financial Planner

COLORADO SPRINGS, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENCH, DUSTIN, LARRY

MANAGING MEMBER

yes

05/2017

Apr 21, 2017

Nov 27, 2024

BETHEMORE HOLDINGS, LLC

Member

yes

05/2017

Apr 21, 2017

Nov 27, 2024

KDJP HOLDINGS, LLC

Member

yes

05/2017

Apr 21, 2017

Nov 27, 2024

MERCADO, NANCY, PIZARRO

MANAGING MEMBER

yes

05/2017

Apr 21, 2017

Nov 27, 2024

MERCADO, NANCY, PIZARRO

Cco

yes

05/2017

Apr 21, 2017

Nov 27, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$620M

$402M

n/a

2024

Feb 25, 2025

$573M

$385M

n/a

2023

Feb 14, 2024

$445M

$322M

n/a

2022

Jan 31, 2023

$386M

$282M

n/a

2021

Mar 2, 2022

$380M

$323M

n/a

2020

Feb 5, 2021

$270M

$261M

n/a

2019

Feb 11, 2020

$232M

$228M

n/a

2018

Jan 24, 2019

$190M

$186M

n/a

2017

Mar 9, 2018

$173M

$169M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$620M

$573M

8.3%

$386M

17.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

May 22, 2017

COLORADO SPRINGS, CO

Team lift out

Wirehouse to new firm

0.0%