CORVUS WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.1B

Discretionary

$1B

93% of AUM

Avg account

$725K

Accounts

1,491

Employees

Advisory reps

Firm details

Headquarters: TEMPLETON, California
CRD number: 311261
Registered since: December 15, 2020
Website: corvuswealth.com
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.31%
Pension & Profit Sharing Plans39.6%
Individuals7.91%
Corporations / Businesses2.8%
Charitable Organizations2.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Corvus Wealth Advisors LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a domestic, individually owned LLC. The firm serves a mix of individual, family and institutional clients and provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity leans toward pooled public vehicles: the ADV shows a strong preference for mutual funds and other public funds as the primary building blocks of client portfolios. Corvus identifies itself as a capital allocator, which indicates an organizational capacity to source and place client capital with third‑party managers when appropriate. The firm is not registered as an active ESG investor and is not a multi‑state adviser according to the filing.