9125 W. Thunderbird Road, Suite 100
Peoria, Arizona 85381
Tel: 623-583-6840
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 $222,892,191 assets under management, offering retirement planning & investment advisory services to 878 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281160 |
SEC# | 801-110156 |
Assets Managed by Firm | $222,892,191 |
No. of Clients | 878 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 878 | $222,892,191 |
Individuals (other than high net worth individuals) | 460 | $168,311,188 |
High net worth individuals | 25 | $54,230,804 |
Charitable organizations | 1 | $350,199 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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