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CLARUS WEALTH ADVISORS, LLC
CRD 281160File 801-110156
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Aug 17, 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
- Website
- HTTP://HERITAGECAPITALAZ.COM
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.