CORVUS WEALTH ADVISORS LLC

CRD 311261File 801-119912

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.08B

Above cohort median (national)

Discretionary AUM

$1.00B

Non-discretionary $78.0M

Clients

518

1,491 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Dec 15, 2020
Principal office: 615 S. MAIN STREET, SUITE A, TEMPLETON, CA, 93465
Phone: 805-434-2608
Website: https://www.corvuswealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.08B
Discretionary AUM: $1.00B
Non-discretionary AUM: $78.0M
Discretionary accounts: 1,444
Non-discretionary accounts: 47
Total accounts: 1,491
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$30.3M
Charitable organizations	15	$25.7M
High net worth individuals	151	$511.2M
Pension and profit sharing plans	128	$427.9M
Individuals (other than high net worth individuals)	212	$85.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.