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Trustee of ROB A Garcia & Deborah L Donnelly Living Trust · Corvus Wealth Advisors LLC

Deborah Donnelly

CRD 7320921 · Named on Form ADV at one SEC-registered adviser

At a glance

Corvus Wealth Advisors LLC, an SEC-registered wealth manager based in Templeton, CA with $1.1 billion in regulatory assets, lists Deborah Donnelly on its Form ADV as Trustee of ROB A Garcia & Deborah L Donnelly Living Trust, a control person.

Firms and roles

  • Corvus Wealth Advisors LLCTrustee of ROB A Garcia & Deborah L Donnelly Living TrustWealth manager · Templeton, CA · $1.1B in regulatory assets

AtlasMembers

Deborah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deborah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.