CLARUS WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$305M
Discretionary
$305M
100% of AUM
Avg account
$320K
Accounts
953
Employees
13
Advisory reps
12

Firm details

Headquarters
PEORIA, Arizona
CRD number
281160
Registered since
March 20, 2017
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals76.84%
  • HNWI23.02%
  • Charitable Organizations0.14%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarus Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2017. The firm serves both individual/family and institutional clients and combines advisory services—financial planning and discretionary portfolio management for individuals, small businesses, and institutions—with broker-dealer sales, insurance brokerage, and accounting capabilities. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Clarus is not structured as a capital allocator; instead it deploys client capital largely through external managers and pooled vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 74%, Exchange Traded Equities 15%, Other 6%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%74%
  • Public Funds/Mutual Funds74%
  • Exchange Traded Equities15%
  • Other6%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

2 of 2
  • THERESA FANNING

    Chief Operating and Compliance OfficerCRD 2984994

  • Kenneth Hartley

    Chief Investment OfficerCRD 2197816

Contacts

3 of 10
  • KATHERINE FORTNA

    Investment Advisor RepresentativeCRD 5161365

  • BERT COOPER

    Investment Advisor RepresentativeCRD 2794706

  • Donald Moenning

    Portfolio ManagerCRD 6822600

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$274M in ETFs

Passive

93%

$255M

Active

<1%

$18.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$21.2M32,0997.73%

Location

Primary office

PEORIA, AZ

MARICOPA

Location

PEORIA, AZ

Headquartered in PEORIA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
9125 W Thunderbird Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth