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| Keyboard |
| Corvus Wealth Advisors LLC
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|---|---|
| CRD # | 311261 |
| SEC # | 801-119912 |
| CIK # | |
| AUM | 1,080.6 M (2026-03-24) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 805-434-2608 |
| Address | 615 S Main Street Templeton, CA 93465 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 85.5 |
| (b) Individuals (high net worth individuals) | 151 | 511.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 128 | 427.9 |
| (h) Charitable organizations | 15 | 25.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 30.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,491 | 1,080.6 |
| By Discretionary | ||
| Discretionary | 1,444 | 1,002.5 |
| Non-Discretionary | 47 | 78.0 |
| Total | 1,491 | 1,080.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,080.6 | |
| Total | 1,491 | 1,080.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Institutional, Retail |
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|---|---|---|
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FPL Capital Management LLC
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LA | 1,082.7 M |
|
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Trebuchet Consulting LLC
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Summit Asset Management LLC
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TN | 1,079.8 M |
|
Covenant Partners LLC
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|
TN | 1,079.5 M |
|
Goldstein Advisors LLC
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WI | 1,079.3 M |
|
Pointoak Retirement Advisors LLC
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