CORVUS WEALTH ADVISORS LLC of TEMPLETON, CA is an SEC-registered investment adviser (CRD 311261). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert Alan Garcia | MANAGER AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| Carolyn Jane Herzog | MANAGER AND CHIEF INVESTMENT OFFICER; TRUSTEE OF THE CAROLYN HERZOG REVOCABLE TRUST, U/D/T DATED OCTOBER 18, 2017 | — |
| Deborah Donnelly | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| Giselle Nmn Crout | OWNER | — |
| GARCIA ROBERT ALAN | MANAGER AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| HERZOG CAROLYN JANE | MANAGER AND CHIEF INVESTMENT OFFICER; TRUSTEE OF THE CAROLYN HERZOG REVOCABLE TRUST, U/D/T DATED OCTOBER 18, 2017 | — |
| Deborah Garcia | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| DONNELLY DEBORAH | TRUSTEE OF ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | — |
| Crout Giselle NMN | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN LUIS OBISPO | CA | 5 | 805-549-9020 |
| SAN LUIS OBISPO | CA | 5 | 805-549-9020 |