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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Corvus Wealth Advisors LLC
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|---|---|
| CRD # | 311261 |
| SEC # | 801-119912 |
| CIK # | |
| AUM | $870.6 M (2025-07-29) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 805-434-2608 |
| Address | 615 S Main Street Templeton, CA 93465 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 76.5 |
| (b) Individuals (high net worth individuals) | 126 | 403.0 |
| (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 | 129 | 343.3 |
| (h) Charitable organizations | 8 | 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 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,320 | 870.6 |
| By Discretionary | ||
| Discretionary | 1,281 | 811.6 |
| Non-Discretionary | 39 | 59.0 |
| Total | 1,320 | 870.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 870.6 | |
| Total | 1,320 | 870.6 |
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