Clarus Wealth Advisors, LLC
● SEC registered since 2017CRD 281160SEC# 801-110156Peoria, AZ
Reg. AUM
$305.2M
Employees
13
Accounts
953
Location
Peoria, AZ
About Clarus Wealth Advisors
Clarus Wealth Advisors, presenting as Heritage Capital Group, offers personalized financial planning and related products and services. It emphasizes matching clients with solutions suited to their unique economic and life situations.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Clear View Financial, LLC | Owner | Over 75% | 2015 |
| Theresa Ann Fanning Control | Chief Compliance Officer, Chief Operating Officer | Under 5% | 2018 |
| Bert Allen Cooper Control | Trustee | — | 2020 |
| Cooper 2378 Trust Dated May 8, 2020 Control | Member | Over 75% | 2020 |
| John Edward Fanning Jr and Theresa Ann Fanning Living Trust Dated September 23, 2010 Control | Member | — | 2020 |
| Theresa Ann Fanning Control | Trustee | — | 2010 |
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
| Address | 9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 |
| Phone | 623-583-6840 |
| Fax | 623-583-6844 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1730149 |
| Discloses disciplinary history | No |
Regulatory AUM
$305.2M▲ 19%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,389 advisers
EmployeesTop 34%
More than 66% of 16,799 advisers
Assets under management
$305.2Mregulatory AUM
Discretionary $304.6MNon-discretionary $575K