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| Corvus Wealth Advisors LLC
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| |
|---|---|
| CRD # | 311261 |
| SEC # | 801-119912 |
| CIK # | |
| AUM | $720.9 MM (2024-08-12) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 805-434-2608 |
| Address | 615 S Main Street Templeton, CA 93465 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 73.2 |
| (b) Individuals (high net worth individuals) | 127 | 340.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 119 | 274.0 |
| (h) Charitable organizations | 10 | 23.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,207 | 720.9 |
| By Discretionary | ||
| Discretionary | 1,189 | 680.0 |
| Non-Discretionary | 18 | 40.9 |
| Total | 1,207 | 720.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 720.9 | |
| Total | 1,207 | 720.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advanced Asset Management Advisors Inc
✚
|
OH | 0.7 |
|
Fountainhead Capital Management LLC
✚
|
NJ | 0.7 |
|
Compton Financial Group LLC
✚
|
MD | 0.7 |
|
Summit Wealth & Retirement Planning Inc
✚
|
CA | 0.7 |
|
Frisch Financial Group Inc
✚
|
NY | 0.7 |
|
Integrated Investment Consultants LLC
✚
|
MI | 0.7 |
|
TFB Advisors LLC
✚
|
KS | 0.7 |
|
P J Schmidt Investment Management Inc
✚
|
WI | 0.7 |
|
Vantage Financial Group Inc
✚
|
OH | 0.7 |
|
Brickley Wealth Management
✚
|
CA | 0.7 |