Corvus Wealth Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

615 S Main St Ste A, Templeton, Californ...

Phone Number

(805) 434-2608

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Corvus Wealth Advisors

Corvus Wealth Advisors, LLC is a financial management firm based in San Luis Obispo, CA, specializing in personalized wealth management, retirement plans, and institutional investment management. Their experienced team collaborates closely with individuals, retirement plan sponsors, and investment committees to create customized financial strategies that align with clients' unique goals. The firm emphasizes transparent costs and open communication, ensuring clients feel confident in their financial planning and investment decisions. Corvus Wealth Advisors aims to alleviate the complexities of financial management, providing peace of mind to their clients as they navigate their financial journeys.Explore more
Corvus Wealth Advisors's Social MediaPopular SearchesCorvus Wealth Advisors LLCPupilCorvus Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Corvus Wealth Advisors Org Chart

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Chief Operating Officer

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Director, Retirement Plan Operation

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Corvus Wealth Advisors

<$5M
1-10
Private
<$5M
2014
GC
Giselle CroutChief Operating Officer
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
1997
YO
Yvonne OlsonVice President
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
-
CR
Caitlin ReynoldsClient Service Specialist
<$5M
1-10
Private
-
2012
JK
Jared KlineCertified Financial Planner & Enrolled IRS Agent
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Corvus Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Corvus Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Corvus Wealth Advisors.

Corvus Wealth Advisors financials insights

Gather financial insights about Corvus Wealth Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Corvus Wealth Advisors's Financials Insights

Corvus Wealth Advisors Tech Stack

A closer look at the technologies used by Corvus Wealth Advisors

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Frequently Asked Questions Regarding Corvus Wealth Advisors

What is Corvus Wealth Advisors's official website?
Corvus Wealth Advisors's official website is www.corvuswealth.com
What is Corvus Wealth Advisors's Revenue?
Corvus Wealth Advisors's revenue is <$5 Million
What is Corvus Wealth Advisors's SIC code?
Corvus Wealth Advisors's SIC: 62,628
What is Corvus Wealth Advisors's NAICS code?
Corvus Wealth Advisors's NAICS: 52,523
How many employees does Corvus Wealth Advisors have?
Corvus Wealth Advisors has 1-10 employees
What industry does Corvus Wealth Advisors belong to?
Corvus Wealth Advisors is in the industry of: Finance, Securities Trading
What is Corvus Wealth Advisors competition?
Corvus Wealth Advisors top competitors include: Kellett Schaffner Wealth Advisors, Sound Wealth Advisors, Stratos Wealth Advisors, Provident Wealth Advisors
What technology does Corvus Wealth Advisors use?
Some of the popular technologies that Corvus Wealth Advisors uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Amazon Web Hosting
How do I contact Corvus Wealth Advisors?
Corvus Wealth Advisors contact info: Phone number: (805) 434-2608 Website: www.corvuswealth.com
What does Corvus Wealth Advisors do?

Corvus Wealth Advisors, LLC is a financial management firm based in San Luis Obispo, CA, specializing in personalized wealth management, retirement plans, and institutional investment management. Their experienced team collaborates closely with individuals, retirement plan sponsors, and investment committees to create customized financial strategie... s that align with clients' unique goals. The firm emphasizes transparent costs and open communication, ensuring clients feel confident in their financial planning and investment decisions. Corvus Wealth Advisors aims to alleviate the complexities of financial management, providing peace of mind to their clients as they navigate their financial journeys.Read More

What are Corvus Wealth Advisors social media links?
Corvus Wealth Advisors Linkedin page
Is Corvus Wealth Advisors a public company?
Corvus Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Corvus Wealth Advisors

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