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Brynne Colleen Speizer

Brynne C. Speizer

CORVUS WEALTH ADVISORS LLC
San Luis Obispo, CA 93401
Some features on this profile are disabled
CRD#: 7340875
Brynne Colleen Speizer

Professional summary

Brynne Colleen Speizer, who also goes by Brynne Speizer, is a registered financial advisor currently at CORVUS WEALTH ADVISORS LLC located in San Luis Obispo, California.

Brynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brynne has worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brynne Speizer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brynne Colleen Speizer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 23, 2025 - Present

CORVUS WEALTH ADVISORS LLC

Office #1: 1212 Marsh Street Suite 2, San Luis Obispo, CA 93401
RIA
CRD#: 311261
San Luis Obispo, CA
Past

May 1, 2024 - October 28, 2025

EP WEALTH ADVISORS

RIA
CRD#: 111147
San Luis Obispo, CA
Past

March 2, 2021 - April 30, 2024

WACKER WEALTH PARTNERS, LLC

RIA
CRD#: 145931
SAN LUIS OBISPO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CORVUS WEALTH ADVISORS LLC
CORVUS WEALTH ADVISORS LLC | CORVUS WEALTH ADVISORS, LLC

CRD#: 311261 / SEC#: 801-119912

RIA
Registered Investment Advisory firm - (12/15/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/23/2025)

Exams

Current Firm

CW
CORVUS WEALTH ADVISORS LLC
CORVUS WEALTH ADVISORS LLC | CORVUS WEALTH ADVISORS, LLC

CRD#: 311261 / SEC#: 801-119912

RIA
Registered Investment Advisory firm - (12/15/2020 Approved)
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Contact information

Main Address
615 S. Main Street Suite A, Templeton, CA 93465
Mailing Address
Phone number
(805) 434-2608
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (4 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORVUS WEALTH ADVISORS, LLC - FORM ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts1,320
AUM (Assets Under Management)$ 870,591,493

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CORVUS WEALTH ADVISORS LLC

CRD#: 311261San Luis Obispo, CA 93401

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