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CORVUS WEALTH ADVISORS LLC
CRD 311261 · SEC 801-119912
615 S. MAIN STREET, SUITE A, TEMPLETON, CA, 93465, United States
Phone
805-434-2608
Fax
805-669-3416
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.00B
Team
19 total employees; 11 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $85.5M |
| High net worth individuals | 151 | $511.2M |
| Pension/profit sharing plans | 128 | $427.9M |
| Charitable organizations | 15 | $25.7M |
| Corporations/business entities | 12 | $30.3M |
States served
CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD