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ALTIUS FINANCIAL, INC.

DENVER, CO · CRD 113268 · IAPD ↗ · 303-584-9271

$212.2MRegulatory AUM
2Advisory reps
3Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ALTIUS FINANCIAL, INC. reported RAUM up 26% ($168.1M -> $212.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — ALTIUS FINANCIAL, INC. now reports custody of client assets ($300,329).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.