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Building 2CLARUS WEALTH ADVISORS, LLC

Map pinPEORIA, AZ
Phone623-583-6840
NotebookSEC #801-110156
Total AUM
$305.2M
Employees
13
Clients
503

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9125 W. THUNDERBIRD ROAD, SUITE 100
PEORIA
AZ 85381
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
623-583-6840
Other Offices
1

ReceiptFinancials

Total AUM
$305.2M
Accounts
953
Discretionary
$304.6M
Accounts
948
Non-Discretionary
$574.6K
Accounts
5

ContactClients

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Individual Clients
472
AUM
$234.5M
HNW Individual Clients
30
AUM
$70.3M
Charitable Organization Clients
1
AUM
$432.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLILMDMIMNNVPATNTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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