Corvus Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Templeton, CA. Its latest Form ADV filing, dated March 24, 2026, reports $1.1B in regulatory assets under management, 19 employees, 1 office, and 1,491 accounts.
Assets Under Management
$1.1B
Employees
19
Offices
1 office
Total Clients
518
Primary office
TEMPLETON, CA
615 S. MAIN STREET, SUITE A, TEMPLETON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 40.9% of total clients.
Top client categories% of clientsClients
1
Individuals
40.9%
212
2
HNWI
29.2%
151
3
Pension Plans
24.7%
128
4
Charitable
2.9%
15
5
Corporations
2.3%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 24, 2026
Discretionary92.8%
$1.0B
93% of total RAUM92.8%
Non-discretionary7.2%
$78M
7% of total RAUM7.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts1,491
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee27:1
10Y Employee Change+11 (+137.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.