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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 | 2022-04-20 |
Branch Locations
1212 Marsh Street Suite 2, San Luis Obispo, CA 93401 • United States
615 S. Main Street Suite A, Templeton, CA 93465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taco Bell | Calabasas | CA | 07/2015 | 06/2018 |
| Magnuson Superchargers | Ventura | CA | 06/2018 | 09/2018 |
| California Polytechnic State University - San Luis | San Luis Obispo | CA | 09/2018 | 08/2019 |
| California Polytechnic State University - San Luis | San Luis Obispo | CA | 08/2019 | 06/2021 |
| Corvus Wealth Advisors, Llc | Templeton | CA | 06/2021 | Present |
| Corvus Wealth Advisors Llc | San Luis Obispo | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-24 |
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