CLARUS WEALTH ADVISORS, LLC
CRD #281160 SEC #801-110156 PEORIA, AZ 623-583-6840
SEC Registered
Total AUM
$256.9M
Discretionary
$256.8M
Employees
16
Clients
51
Accounts
918
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | NA | Control |
| FANNING, THERESA, ANN | I | COO | NA | Control |
| FANNING, THERESA, ANN | I | COO | NA | Control |
| FANNING, THERESA, ANN | I | COO | NA | Control |
| FANNING, THERESA, ANN | I | COO | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | COO | NA | Control |
| FANNING, THERESA, ANN | I | COO | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FANNING, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERMAN, MICHAEL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLARUS WEALTH ADVISORS, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| CLEAR VIEW FINANCIAL, LLC | DE | OWNER | E | |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, BERT, ALLEN | I | MANAGING MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
| COOPER, JOSHUA, ALLEN | I | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, BERT, ALLEN | I | COOPER 2378 TRUST DATED MAY 8, 2020 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| COOPER, JOSHUA, ALLEN | I | THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| FANNING, THERESA, ANN | I | JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| JOHN EDWARD FANNING JR AND THERESA ANN FANNING LIVING TRUST DATED SEPTEMBER 23, 2010 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| THE COOPER FAMILY TRUST DATED MARCH 6, 2013 | DE | CLEAR VIEW FINANCIAL, LLC | F | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
| COOPER 2378 TRUST DATED MAY 8, 2020 | DE | CLEAR VIEW FINANCIAL, LLC | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (15)
AK AL AZ CA CO FL IL MD MI MN NV PA TN TX WA
Address
9125 W. THUNDERBIRD ROAD, SUITE 100PEORIA, AZ 85381
United States
Phone: 623-583-6840