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CLARUS WEALTH ADVISORS, LLC
9125 W. Thunderbird Road, Suite 100
Peoria, Arizona 85381
Tel: 623-583-6840
About CLARUS WEALTH ADVISORS, LLC
CLARUS WEALTH ADVISORS, LLC, formally registered with the SEC as CLARUS WEALTH ADVISORS, LLC. The firm was established in 03/20/2017. They have over 2 offices throughout the country.
CLARUS WEALTH ADVISORS, LLC is a Peoria, Arizona based Financial Planning firm with nearly $200,340,862 assets under management, offering retirement planning & investment advisory services to 1022 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 281160 |
| SEC# | 801-110156 |
| Assets Managed by Firm | $200,340,862 |
| No. of Clients | 1022 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1022 | $200,340,862 |
| Individuals (other than high net worth individuals) | 569 | $147,971,576 |
| High net worth individuals | 25 | $51,776,581 |
| Charitable organizations | 1 | $592,705 |
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