RIA Intel›Advisers›Arizona›CLARUS WEALTH ADVISORS, LLC

CLARUS WEALTH ADVISORS, LLC

Advisory

N·PEORIA, AZ

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM

$305M

1-Year AUM Growth

+11.3%

3-Year CAGR

-0.7%

Employees

13

Assets Under Management

Total AUM$305M

Discretionary AUM$305M

Non-Discretionary AUM$575K

Discretionary %99.8%

Total Clients507

Team

Total Employees13

Investment Advisers13

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record34

First FilingMar 7, 2016

Latest FilingMar 2, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLARUS WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.