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 has been SEC-registered since 2017. The firm serves both individual/family and institutional clients and combines advisory services—financial planning and discretionary portfolio management for individuals, small businesses, and institutions—with broker-dealer sales, insurance brokerage, and accounting capabilities. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Clarus is not structured as a capital allocator; instead it deploys client capital largely through external managers and pooled vehicles. 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 2THERESA FANNING
Chief Operating and Compliance OfficerCRD 2984994
Kenneth Hartley
Chief Investment OfficerCRD 2197816
Contacts
3 of 10KATHERINE 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 71Active vs passive
$274M in ETFs
93%
$255M
<1%
$18.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $21.2M | 32,099 | 7.73% |
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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