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Clarus Wealth Advisors, LLC

● SEC registered since 2017CRD 281160SEC# 801-110156Peoria, AZ
Export (members)
Reg. AUM
$305.2M
Employees
13
Accounts
953
Location
Peoria, AZ

Clarus Wealth Advisors, LLC assets under management

Clarus Wealth Advisors, LLC is an SEC-registered investment adviser based in Peoria, AZ. The firm has been registered since 2017. It reports $305.2 million in regulatory assets under management and employs 13 people.

Clarus Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Clear View Financial, LLCOwnerOver 75%2015
Theresa Ann Fanning ControlChief Compliance Officer, Chief Operating OfficerUnder 5%2018
Bert Allen Cooper ControlTrustee2020
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Frequently asked questions

How much does Clarus Wealth Advisors, LLC manage?

Clarus Wealth Advisors, LLC reports $305.2 million in regulatory assets under management on its Form ADV.

How many employees does Clarus Wealth Advisors, LLC have?

Clarus Wealth Advisors, LLC reports 13 employees.

Where is Clarus Wealth Advisors, LLC located?

Clarus Wealth Advisors, LLC is based in Peoria, AZ and has been SEC-registered since 2017.

Does Clarus Wealth Advisors, LLC disclose fund performance?

Clarus Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
Phone623-583-6840
Fax623-583-6844
Office hours8:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1730149
Discloses disciplinary historyNo

Regulatory AUM

$305.2M▲ 19%
Mar '25 — $256.9MApr '25 — $256.9MMay '25 — $256.9MJun '25 — $256.9MJul '25 — $256.9MAug '25 — $256.9MSep '25 — $256.9MOct '25 — $256.9MNov '25 — $256.9MDec '25 — $256.9MJan '26 — $256.9MFeb '26 — $256.9MMar '26 — $305.2MApr '26 — $305.2MMay '26 — $305.2MJun '26 — $305.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$305.2Mregulatory AUM
Discretionary $304.6MNon-discretionary $575K