Corvus Wealth Advisors LLC
● SEC registered since 2020CRD 311261SEC# 801-119912Templeton, CA
Reg. AUM
$1.08B
Employees
19
Accounts
1,491
Location
Templeton, CA
Corvus Wealth Advisors LLC assets under management
Corvus Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Templeton, CA. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 19 people.
Corvus Wealth Advisors LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Jane Herzog Control | Manager And Chief Investment Officer | Under 5% | 2020 |
| Compass Financial Planning, LLC Control | Owner | 10-25% | 2020 |
| Garcia Wealth Management Group, Inc. Control | Owner | Over 75% | 2020 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Corvus Wealth Advisors LLC manage?
Corvus Wealth Advisors LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Corvus Wealth Advisors LLC have?
Corvus Wealth Advisors LLC reports 19 employees.
Where is Corvus Wealth Advisors LLC located?
Corvus Wealth Advisors LLC is based in Templeton, CA and has been SEC-registered since 2020.
Does Corvus Wealth Advisors LLC disclose fund performance?
Corvus Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 615 S. Main Street, Suite a, Templeton, CA 93465 |
| Phone | 805-434-2608 |
| Fax | 805-669-3416 |
| Office hours | M-Th 8a.m.-5p.m., Fri 8a.m.-2p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 50%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1BNon-discretionary $78M