CLARUS WEALTH ADVISORS, LLC

CLARUS WEALTH ADVISORS, LLC of PEORIA, AZ is an SEC-registered investment adviser (CRD 281160). Regulatory assets under management: $305.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

NameRoleLocation
Theresa Ann FanningCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; TRUSTEE
Bert Allen CooperTRUSTEE
SHERMAN DONALD ALANCHIEF COMPLIANCE OFFICER
FANNING THERESA ANNCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; COO; TRUSTEE
COLLINS KIMBERLY LYNNCHIEF COMPLIANCE OFFICER
COOPER JOSHUA ALLENMANAGING MEMBER; MEMBER; TRUSTEE

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