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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 $222,892,191 assets under management, offering retirement planning & investment advisory services to 878 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
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