Corvus Wealth Advisors LLC

California
Registered In
09/30/2020
Incorp. Date

Company Summary

Corvus Wealth Advisors LLC at 615 S Main ST STE A, Templeton, Ca 93465 lists Rob Garcia and Carolyn Herzog of Templeton, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Rob Garcia Individual Agent
615 S MAIN ST STE A, TEMPLETON, CA 93465 (View Past Addresses)
Rob Garcia Manager
615 S MAIN ST STE A, TEMPLETON, CA 93465 (View Past Addresses)
Carolyn Herzog Manager
615 S MAIN ST STE A, TEMPLETON, CA 93465 (View Past Addresses)
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615 S MAIN ST STE A, TEMPLETON, CA 93465 View Map
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Financial Information for Corvus Wealth Advisors LLC

Form 5500

CORVUS WEALTH ADVISORS LLC

615 S. Main Street, Templeton, Ca 93465 (805) 434-2608 EIN:85-3315053 Plan Admin:Rob Garcia
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCORVUS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$0 / $0 2023 CORVUS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001 11 / 13 $0 / $0
2022 Plan NameCORVUS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$0 / $0 2022 CORVUS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001 11 / 11 $0 / $0
2021 Plan NameCORVUS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$0 / $0 2021 CORVUS WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001 10 / 10 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Address Match:615 S Main St Ste a Templeton, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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