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Corvus Wealth Advisors LLC CRD 311261
$1.08B regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
615 S. Main Street Suite A, Templeton, CA 93465 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-19 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cliffs Hotel And Spa | Pismo Beach | CA | 09/2015 | 12/2017 |
| The Cliffs Hotel And Spa | Pismo Beach | CA | 01/2018 | 12/2023 |
| Skyview Hotel Llc | Los Alamos | CA | 01/2024 | 01/2025 |
| Corvus Wealth Advisors Llc | Templeton | CA | 02/2025 | Present |
| Corvus Wealth Advisors Llc | Templeton | CA | 08/2025 | Present |
I provide pet care through the app Rover.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
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