SourcingSourcing

CLARUS WEALTH ADVISORS, LLC

C41
CRD 281160·SEC 801-110156·PEORIA, AZ
AUM
$305.2M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$916K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARUS WEALTH ADVISORS, LLC
CRD
281160
SEC file #
801-110156
EIN
—
DBA names
—

Economics

AUM
$305.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$179.2M → $305.2M▲ +70%
Client mix
Individuals Other472
Individuals High Net Worth30
Charitable Organizations1

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
14 advisors → 13 advisors▼ -7%
Primary office
PEORIA AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
heritagecapitalaz.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLEAR VIEW FINANCIAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CLEAR VIEW FINANCIAL, LLC
FANNING, THERESA, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HERITAGECAPITALAZ.COM
Rdap Domain Creation Date
2015-07-09T20:36:18Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2525
Soi Zip Pct 200k Plus
0.0567
Soi Zip Returns 200k Plus
730
Soi Zip Total AGI
1,072,070
Fdic Zip Total Deposits
4,569,891,000
Fdic Zip Branch Count
191
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Community Bank of ArizonaPeoria, AZ
Community Bank of ArizonaPeoria, AZ
Fdic Zip HHI
842.37
Fdic Zip Top Bank Share Pct
17.22
Fdic Zip Year
2025
Fee Schedule
Bracket Ix74
Bracket I15
Bracket Xii6
Bracket Xi3
Bracket Iii1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-09T20:36:18Z
Rdap Domain Last Changed
2025-07-10T15:01:57Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,446
Returns2,800
Stub 2
AGI117,998
Returns3,170
Stub 3
AGI135,101
Returns2,210
Soi Zip Total Business Income
29,333
Soi Zip Total Cap Gains
60,619
Soi Zip Total Dividends
15,213
Soi Zip Total Returns
12,870
Trust Company Affiliate
No

People (12)

12
FANNING, THERESA, ANN
IAR · Executive Officer · 2.5%
2984994
John Edward Fanning
IAR
3170574
Donald Benjamin Moenning
IAR
6822600
Amy Caroline Jones
IAR
7793521
Kenneth R Hartley
IAR
2197816
JAMES MICHAEL GRAHAM
IAR
2771048
SHERRY ANN HARDIN
IAR
1388895
BERT ALLEN COOPER
IAR
2794706
JONATHON ALLEN STAATS
IAR
4762181
JOSHUA ALLEN COOPER
IAR
4779755
KARINE RENEE BEARD
IAR
1021375
KATHERINE ANN FORTNA
IAR
5161365