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CLARUS WEALTH ADVISORS, LLC
CLARUS WEALTH ADVISORS, LLC
PEORIA, Arizona
·
4 registered advisors
·
CRD# 281160
SEC# 801-110156
1
623-583-6840
01
Firm Overview
AUM
$223M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLARUS WEALTH ADVISORS, LLC
4 registered advisors
Bert Allen Cooper
PEORIA, Arizona
CRD# 2794706
Joshua Allen Cooper
PEORIA, Arizona
CRD# 4779755
Michael Alan Sherman
PEORIA, Arizona
CRD# 1063330
Theresa Ann Fanning
PEORIA, Arizona
CRD# 2984994
05
Office Locations
PEORIA, Arizona
4 advisors
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Data sourced from SEC Form ADV filings. CLARUS WEALTH ADVISORS, LLC (CRD# 281160) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.