Clarus Wealth Advisors, LLC
Firm details
- Headquarters
- Peoria, Arizona
- CRD number
- 281160
- Registered since
- March 20, 2017
- Website
- www.claruswealthadvisors.com
- 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
FINTRXOverview
Clarus Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2017 and operates as a limited liability company. Its client mix includes high-net-worth individuals and families as well as institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, and it bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. In addition to advisory services, Clarus’ business activities extend into registered representative work for a broker-dealer, insurance brokerage, and accounting services. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$308M in ETFs
93%
$287M
<1%
$20.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.5M | 31,542 | 7.64% |
Location
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
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