# Clarus Wealth Advisors, LLC

> Clarus Wealth Advisors, LLC is an SEC-registered investment advisory firm in Peoria, AZ, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 281160
- Filed as: CLARUS WEALTH ADVISORS, LLC
- Also doing business as: CLARUS WEALTH AT PLUM CREEK, HERITAGE CAPITAL, HERITAGE RETIREMENT SOLUTIONS, ORANGE ROCK WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Peoria, AZ
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281160
- AdvisorCensus page: https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160

## Quick answers

**How is Clarus Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clarus Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Clarus Wealth Advisors, LLC located?**
Clarus Wealth Advisors, LLC's principal office is in Peoria, AZ, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Clarus Wealth Advisors, LLC registered with the SEC or a state?**
Clarus Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 281160.

**How much does Clarus Wealth Advisors, LLC manage?**
Clarus Wealth Advisors, LLC reports $305,202,024 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have Clarus Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clarus Wealth Advisors, LLC: Regulatory assets under management: $228,380,041 in the October 2021 data and $305,202,024 in the October 2026 data, up 34%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clarus Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (472); high net worth individuals (30); charitable organizations (1).

**Does Clarus Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281160

**Does Clarus Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "We have a minimum requirement of $50,000 of investable assets to open an account with Clarus Wealth Advisors. We may, in our sole discretion, accept clients with smaller portfolios based upon certain criteria"

**What changed in Clarus Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 13. Regulatory assets under management went from $256,942,795 to $305,202,024 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> We have a minimum requirement of $50,000 of investable assets to open an account with Clarus Wealth Advisors. We may, in our sole discretion, accept clients with smaller portfolios based upon certain criteria

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $305,202,024
- Discretionary: $304,627,456
- Non-discretionary: $574,568

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 472 | $234,513,230 |
| High net worth individuals | 30 | $70,255,936 |
| Charitable organizations | 1 | $432,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, CO, FL, IL, MD, MI, MN, NV, PA, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Castle Rock, CO

### Websites listed on Form ADV (Item 1.I)
- claruswealthadvisors.com
- claruswealthatplumcreek.com
- heritagecapitalaz.com
- orangerockwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $228,380,041 | 12 | April 21, 2021 |
| October 2022 | $249,885,533 | 12 | February 8, 2022 |
| October 2023 | $200,340,862 | 12 | March 8, 2023 |
| October 2024 | $222,892,191 | 16 | August 2, 2024 |
| October 2025 | $256,942,795 | 16 | April 9, 2025 |
| October 2026 | $305,202,024 | 13 | April 7, 2026 |

Regulatory assets under management: $228,380,041 in the October 2021 data and $305,202,024 in the October 2026 data, up 34%.
Total employees: 12 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 13.
- Regulatory assets under management went from $256,942,795 to $305,202,024 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarus Wealth Advisors, LLC (CRD 281160): Form ADV filing data as of October 2026.