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CLARUS WEALTH ADVISORS, LLC

PEORIA, AZ · CRD 281160 · IAPD ↗ · heritagecapitalaz.com · 623-583-6840

$305.2MRegulatory AUM
13Advisory reps
13Employees
0Clients
51-100Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2024 — CLARUS WEALTH ADVISORS, LLC grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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