Overview
Assets Under Management: $257 million
Headquarters: PEORIA, AZ
High-Net-Worth Clients: 25
Average Client Assets: $2 million
Frequently Asked Questions
CLARUS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281160), CLARUS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CLARUS WEALTH ADVISORS, LLC is headquartered in PEORIA, AZ.
CLARUS WEALTH ADVISORS, LLC serves 25 high-net-worth clients according to their SEC filing dated April 09, 2025. View client details ↓
According to their SEC Form ADV, CLARUS WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLARUS WEALTH ADVISORS, LLC manages $257 million in client assets according to their SEC filing dated April 09, 2025.
According to their SEC Form ADV, CLARUS WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 918
Discretionary Accounts: 916
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 281160
Filing ID: 1978196
Last Filing Date: 2025-04-09 17:43:00
Website: https://claruswealthadvisors.com