Corvus Wealth Advisors LLC

Corvus Wealth Advisors LLC (CRD# 311261) is a financial advisory firm headquartered in Templeton, CA. They manage $720,917,850 in 1,207 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
615 S. Main Street, Suite A, Templeton, CA 93465
https://www.corvuswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    1,207
    ACCOUNTS
  • Average Account Value
    $597,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, OR, TX

Financial Advisors at Corvus Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Garcia, financial advisor Templeton CA
Robert A. Garcia
CRD#: 2825274
615 S. Main Street, Suite A, Templeton, CA 93465

Robert Garcia (CRD# 2825274) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 26 years of experience in the finance industry.

2
Carolyn Herzog, financial advisor Templeton CA
Carolyn J. Herzog
CRD#: 4159202
615 S. Main Street, Suite A, Templeton, CA 93465

Carolyn Herzog (CRD# 4159202) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has 1 year of experience in the finance industry.

3
Stephanie Kemp, financial advisor Templeton CA
Stephanie C. Kemp
CRD#: 6023466
615 S. Main Street, Suite A, Templeton, CA 93465

Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 12 years of experience in the finance industry.

4
Alison Venn, financial advisor Templeton CA
Alison R. Venn
CRD#: 6306803
615 S. Main Street, Suite A, Templeton, CA 93465

Alison Venn (CRD# 6306803) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in Templeton, CA and has over 7 years of experience in the finance industry.

5
Spencer Rhode, financial advisor San Luis Obispo CA
Spencer W. Rhode
CRD#: 7527451
1310 Osos Street, San Luis Obispo, CA 93401

Spencer Rhode (CRD# 7527451) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in San Luis Obispo, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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