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CLARUS WEALTH ADVISORS, LLC
CRD 281160File 801-110156
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$305.2M
Below cohort median (national)
Discretionary AUM
$304.6M
Non-discretionary $575K
Clients
503
953 accounts
Employees
13
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 20, 2017
- Principal office
- 9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ, 85381
- Phone
- 623-583-6840
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $305.2M
- Discretionary AUM
- $304.6M
- Non-discretionary AUM
- $575K
- Discretionary accounts
- 948
- Non-discretionary accounts
- 5
- Total accounts
- 953
- AUM per client
- $607K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $433K |
| High net worth individuals | 30 | $70.3M |
| Individuals (other than high net worth individuals) | 472 | $234.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 13 | decreased by3 |
| Apr 1, 2026 | Clients | 507 | 503 | decreased by4 |
| Apr 1, 2026 | AUM | $256,942,795 | $305,202,024 | increased by$48,259,229 |
| Apr 1, 2026 | Accounts | 918 | 953 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 632 | 507 | decreased by125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $249,885,533 | $256,942,795 | increased by$7,057,262 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,059 | 918 | decreased by141 |
| Feb 1, 2022 | Clients | 604 | 632 | increased by28 |
| Feb 1, 2022 | AUM | $228,380,041 | $249,885,533 | increased by$21,505,492 |
| Feb 1, 2022 | Accounts | 986 | 1,059 | increased by73 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.