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CLARUS WEALTH ADVISORS, LLC

UUID32e2fb6c-1d42-513e-8fe9-8a9648529279
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 281160 281160 1.0
cik 0001730149 1730149
sec_file_number 801-110156 801-110156

Profile

WebsiteHTTP://HERITAGECAPITALAZ.COM
HQ CityPEORIA
HQ StateAZ
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)256,942,795.0
  • RAUM (discretionary)256,833,150.0
  • Actionable assets55,056,212.0
  • Accounts918.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM407,894.0
  • HNW AUM54,648,318.0

As of 2025-04-09 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.