Altus Wealth Solutions

Altus Wealth Solutions (CRD# 145259) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $4,884,400 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 13237, San Luis Obispo, CA 93406
http://www.altuswealth.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $101,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Altus Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
1
John Buerger, financial advisor Atascadero CA
John D. Buerger
CRD#: 4924044
Atascadero, CA

John Buerger (CRD# 4924044) is an Investment Advisor Representative working at Altus Wealth Solutions in Atascadero, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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