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CORVUS WEALTH ADVISORS LLC

TEMPLETON, CA · CRD 311261 · IAPD ↗ · corvuswealth.com · 805-434-2608

$1.08BRegulatory AUM
11Advisory reps
19Employees
11Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — CORVUS WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($870.6M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2026 — CORVUS WEALTH ADVISORS LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — CORVUS WEALTH ADVISORS LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — CORVUS WEALTH ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — CORVUS WEALTH ADVISORS LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.