← Tributary

CLARIS FINANCIAL, LLC

GLEN ALLEN, VA · CRD 168503 · IAPD ↗ · clarisfinancial.com · 804-935-3000

$330.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — CLARIS FINANCIAL, LLC notice-filed in FL, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.