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Katelin Mahoney

Corvus Wealth Advisors LLC

Templeton, CA

San Luis Obispo, CA

CRD 8103253

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Employer firm

Corvus Wealth Advisors LLC CRD 311261

$1.08B regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Corvus Wealth Advisors Llc

615 S. Main Street Suite A, Templeton, CA 93465 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-25
  • CA RA
    APPROVED
    Since 2025-07-25

Branch Locations

615 S. Main Street Suite A, Templeton, CA 93465 • United States

1212 Marsh Street Suite 2, San Luis Obispo, CA 93401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student San Luis Obispo CA 05/2015 08/2019
San Luis Wealth Advisors San Luis Obispo CA 06/2022 11/2022
Student San Diego CA 08/2019 12/2022
Cal Poly Americorps San Luis Obispo CA 02/2023 07/2023
Graduate Student San Luis Obispo CA 08/2023 06/2024
Corvus Wealth Advisors Llc San Luis Obispo CA 08/2024 Present
Corvus Wealth Advisors Llc Templeton CA 06/2025 Present
  • 05/2015 → 08/2019
    Student
    San Luis Obispo, CA
  • 06/2022 → 11/2022
    San Luis Wealth Advisors
    San Luis Obispo, CA
  • 08/2019 → 12/2022
    Student
    San Diego, CA
  • 02/2023 → 07/2023
    Cal Poly Americorps
    San Luis Obispo, CA
  • 08/2023 → 06/2024
    Graduate Student
    San Luis Obispo, CA
  • 08/2024 → Present
    Corvus Wealth Advisors Llc
    San Luis Obispo, CA
  • 06/2025 → Present
    Corvus Wealth Advisors Llc
    Templeton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24

View on SEC IAPD

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