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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- LegacyFoundation peak
- Established Date
- 03-25-2016
- Office Locations
- 3
Office Locations
About Clarus Wealth Advisors, LLC
Clarus Wealth Advisors is a fiduciary wealth manager focused on retirement and legacy planning for individuals and families, including entrepreneurs and business owners. The firm delivers financial planning and portfolio management, implementing diversified allocations primarily through public funds and ETFs (with Schwab custody). A key differentiator is direct access to an in-house portfolio management team (75+ years combined experience) plus compliance, operations, and dedicated technology support.
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Owner & Executives
THERESA ANN FANNING
Branch Manager, Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #2984994
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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KARINE RENEE BEARD
Wealth Manager
- CRD
- #1021375
BERT ALLEN COOPER
Wealth Advisor
- CRD
- #2794706
Legacy peak
Oak frontier quantum
- CRD
- #24316
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,627,456 | $321,337 |
| Non-Discretionary | $574,568 | $114,914 |
| Total | $305,202,024 | $320,254 |
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Separately Managed Accounts
Total SMA Asset: $305,202,024
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $718,126,257 | 23.0% |
| Equity - Exchange | $146,747,539 | 4.7% |
| Other | $718,126,257 | 23.0% |
| Cash | $736,859,985 | 23.6% |
| Municipal Bonds | $390,286,009 | 12.5% |
| U.S. Government/Agency | $412,142,027 | 13.2% |
| Total | $3,122,288,074 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MOMENTUM NORTH | GLACIER MERIDIAN | 7O3QO9OWK | UIVV | 11.00% | $105,520,821 |
| MOMENTUM NORTH MATRIX | WAVE FUSION | 05TVWHEBE | LQYX | 7.22% | $89,246,123 |
| ELEMENT BRIDGE | MERIDIAN EMBER | NXW0NEOF0 | JEJI | 5.26% | $26,787,523 |
| UNISON SIGNAL | ELEMENT EMBER | U2GDZN5SJ | MMNHB | 7.19% | $32,783,954 |
| HARBOR SIGNAL RIDGE | INSIGHT PATHWAY | 1R6PI9Z3C | KTWSR | 4.34% | $14,166,317 |
| WAVE OAK SUMMIT | CAPITAL MATRIX | WNI0SBLKR | RMHV | 5.12% | $118,068,262 |
| VALUE FRONTIER | PEAK MERIDIAN | WSOL588H3 | BDZJ | 8.01% | $64,641,464 |
| FRONTIER INSIGHT MATRIX | EMBER CATALYST | JRSD8VVUL | UHVV | 11.78% | $90,514,150 |