Unclaimed Profile

Michael Alan Sherman

CLARUS WEALTH ADVISORS, LLC·PEORIA, Arizona

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 52, Series 55, Series 57TO, Series 63, Series 6517 years registeredCLARUS WEALTH ADVISORS, LLC

9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ 85381CRD# 1063330Firm CRD# 281160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Alan Sherman · PEORIA, AZ

Registration

CRD #1063330 · CLARUS WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLARUS WEALTH ADVISORS, LLC

STRATOS WEALTH PARTNERS, LTD

Nov 2022 – Dec 2024

Scottsdale, AZ

CLARUS WEALTH ADVISORS, LLC

Mar 2016 – Nov 2022

PEORIA, AZ

WFG ADVISORS, LP

May 2013 – Aug 2017

CHANDLER, AZ

WEDBUSH SECURITIES INC.

Nov 2008 – May 2013

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 31

Series 52

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · November 4, 2008

Years registered · 17

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLARUS WEALTH ADVISORS, LLC

CRD 281160 · SEC 801-110156

AUM

$223M

Regulatory assets under management

Employees

878 client accounts

Services offered by CLARUS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARUS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Alan Sherman offer?

Michael Alan Sherman specializes in Financial Planning, Investment Management.

What are Michael Alan Sherman's credentials?

Michael Alan Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Alan Sherman located?

Michael Alan Sherman is based in PEORIA, Arizona, last registered with CLARUS WEALTH ADVISORS, LLC.

How does Michael Alan Sherman charge for services?

Michael Alan Sherman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARUS WEALTH ADVISORS, LLC?

CLARUS WEALTH ADVISORS, LLC has approximately 16 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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