Clarus Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Peoria, AZ. Its latest Form ADV filing, dated April 7, 2026, reports $305M in regulatory assets under management, 13 employees, 1 office, and 953 accounts.
Assets Under Management
$305M
Employees
13
Offices
1 office
Total Clients
503
Primary office
PEORIA, AZ
9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.8% of total clients.
Top client categories% of clientsClients
1
Individuals
93.8%
472
2
HNWI
6.0%
30
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of April 7, 2026
Discretionary99.8%
$305M
100% of total RAUM99.8%
Non-discretionary0.2%
$575K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$305M
Total Accounts953
10Y AUM Change+$168M (+122.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee39:1
10Y Employee Change+3 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.