Clarus Wealth Advisors LLC

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Assets, Funds, Holdings

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Clarus Wealth Advisors LLC
CRD #281160
SEC #801-110156
CIK #0001730149
AUM $305.2 M (2026-04-07)
Employees 13 (100% Investors, 77% Brokers)
Phone623-583-6840
Address9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 5.5
Nvidia Corp 3.7
Microsoft Corp 3.1
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002018202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 472 234.5
(b) Individuals (high net worth individuals) 30 70.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 953 305.2
By Discretionary
Discretionary 948 304.6
Non-Discretionary 5 0.6
Total 953 305.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 305.2
Total 953 305.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001730149]
Comparable Firms State AUM ($B)
Joel Adams and Associates Inc
NC 0.3
Lwealth LLC
TX 0.3
Victoria Capital Management Inc
SC 0.3
Keeler Thomas Management LLC
UT 0.3
Rockwall Wealth Management Inc
TX 0.3
Stableford Capital LLC
AZ 0.3
Retirement Capital Strategies Inc
CA 0.3
Kachkovsky & Fisher Inc
CA 0.3
Total Solutions Enterprise LLC
NC 0.3
Old Slip Registered Investment Advisors LLC
NY 0.3
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