# CLARUS WEALTH ADVISORS, LLC

CLARUS WEALTH ADVISORS, LLC of PEORIA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 281160
- Type: SEC-registered investment adviser
- SEC file number: 801-110156
- Location: 9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ, 85381
- Phone: 623-583-6840
- Latest filing: 2026-04-07
- Regulatory AUM: $305.2M
- Discretionary AUM: $304.6M
- Non-discretionary AUM: $575K
- Clients: 13
- Accounts: 953

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Theresa Ann Fanning | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; TRUSTEE | — |
| Bert Allen Cooper | TRUSTEE | — |
| SHERMAN DONALD ALAN | CHIEF COMPLIANCE OFFICER | — |
| FANNING THERESA ANN | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; COO; TRUSTEE | — |
| COLLINS KIMBERLY LYNN | CHIEF COMPLIANCE OFFICER | — |
| COOPER JOSHUA ALLEN | MANAGING MEMBER; MEMBER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281160/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281160/similar
- Related entities: https://search.stillhousedata.com/firm/281160/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281160

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.