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| Clarus Wealth Advisors LLC
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| |
|---|---|
| CRD # | 281160 |
| SEC # | 801-110156 |
| CIK # | 0001730149 |
| AUM | $222.9 MM (2024-08-02) |
| Employees | 16 (100% Investors, 38% Brokers) |
| Phone | 623-583-6840 |
| Address | 9125 W Thunderbird Road, Suite 100 Peoria, AZ 85381 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 8.8 | |
| NVDA | 399,550.0 | 1.7 | |
| GLD | 1.7 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 168.3 |
| (b) Individuals (high net worth individuals) | 25 | 54.2 |
| (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 | 878 | 222.9 |
| By Discretionary | ||
| Discretionary | 874 | 221.8 |
| Non-Discretionary | 4 | 1.0 |
| Total | 878 | 222.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.9 | |
| Total | 878 | 222.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730149] |
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