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CORVUS WEALTH ADVISORS LLC
615 S. Main Street
Suite A
Templeton, California 93465
Tel: 805-434-2608
About CORVUS WEALTH ADVISORS LLC
CORVUS WEALTH ADVISORS LLC, formally registered with the SEC as CORVUS WEALTH ADVISORS LLC. The firm was established in 12/15/2020. They have over 2 offices throughout the country.
CORVUS WEALTH ADVISORS LLC is a Templeton, California based Financial Planning firm with nearly $720,917,850 assets under management, offering retirement planning & investment advisory services to 1207 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311261 |
| SEC# | 801-119912 |
| Assets Managed by Firm | $720,917,850 |
| No. of Clients | 1207 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1207 | $720,917,850 |
| Individuals (other than high net worth individuals) | 202 | $73,222,716 |
| High net worth individuals | 127 | $340,876,127 |
| Pension and profit sharing plans | 119 | $273,962,320 |
| Charitable organizations | 10 | $23,180,090 |
| Corporations or other businesses | 7 | $9,676,597 |
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