Altius Financial, Inc.
Altius Financial, Inc. is an SEC-registered wealth manager in Denver, CO with $212.2M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Altius Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113268, SEC 801-117124, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $212.2M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 3
- Clients
- 153
- CRD
- 113268
- Ownership
- WILLIAMS, MICHAEL, JOHN; MCGOWEN, TAYLOR, CATHERINE; DENNIS, TAYLOR, CATHERINE; KREGER, TAMMY, BEA
How much AUM does Altius Financial, Inc. have?
Altius Financial, Inc. reported $212.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Altius Financial, Inc.?
Disclosed owners and executives of Altius Financial, Inc. include WILLIAMS, MICHAEL, JOHN, MCGOWEN, TAYLOR, CATHERINE, DENNIS, TAYLOR, CATHERINE, KREGER, TAMMY, BEA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.