Katelin Mahoney
Investment adviser representative at Corvus Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Corvus Wealth Advisors LLCAug 2024 to now
- Graduate StudentAug 2023 to Jun 2024
- Cal Poly AmericorpsFeb 2023 to Jul 2023
- San Luis Wealth AdvisorsJun 2022 to Nov 2022
- StudentMay 2015 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corvus Wealth Advisors LLC
$1.1BAssets managed
518Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8103253
- Firm CRD
- 311261