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CORVUS WEALTH ADVISORS LLC
TEMPLETON, CA
805-434-2608
SEC #801-119912Total AUM
$1.1B
Employees
19Clients
518Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
615 S. MAIN STREET
SUITE A
TEMPLETON
CA 93465
United States
SUITE A
TEMPLETON
CA 93465
United States
Operating Hours
M-TH 8AM-5PM, FRI 8AM-2PM
M-TH 8AM-5PM, FRI 8AM-2PM
M-TH 8AM-5PM, FRI 8AM-2PM
Phone
805-434-2608
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
1,491Discretionary
$1B
Accounts
1,444Non-Discretionary
$78M
Accounts
47
Clients
Individual Clients
212AUM
$85.5M
HNW Individual Clients
151AUM
$511.2M
Pension/Profit Sharing Plan Clients
128AUM
$427.9M
Charitable Organization Clients
15AUM
$25.7M
Corporation or Business Clients
12AUM
$30.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAIDORTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.