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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