Clarus Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

281160

SEC number

801-110156

Firm type

RIA

Assets under management

$305.2M as of Apr 7, 2026

Website

heritagecapitalaz.com ↗

Phone

623-583-6840

Address

9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381

Advisors at this firm

12 in our index · page 1 of 1

• Karine Renee BeardCRD 1021375 · Castle Rock, CO
  IA RegisteredBroker
• Bert Allen CooperCRD 2794706 · Peoria, AZ
  IA RegisteredBroker
• Joshua Allen CooperCRD 4779755 · Peoria, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Theresa Ann FanningCRD 2984994 · Peoria, AZ
  IA RegisteredBroker
• Katherine Ann FortnaCRD 5161365 · Castle Rock, CO
  IA RegisteredBroker
• John Edward FanningCRD 3170574 · Peoria, AZ
  IA RegisteredBroker
• James Michael GrahamCRD 2771048 · Peoria, AZ
  IA RegisteredBroker
• Sherry Ann HardinCRD 1388895 · Peoria, AZ
  IA RegisteredBroker
• Kenneth R HartleyCRD 2197816 · Peoria, AZ
  IA Registered
• Amy Caroline JonesCRD 7793521 · Peoria, AZ
  IA RegisteredBroker
• Donald Benjamin MoenningCRD 6822600 · Castle Rock, CO
  IA Registered
• Jonathon Allen StaatsCRD 4762181 · Peoria, AZ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.