Westley S. Schubert

CORUS FAMILY WEALTH ADVISORS

MCKINNEY, TX 75070

CRD#: 8084858

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Professional summary

Westley Scott Schubert, who also goes by Wes Scott Schubert, is a registered financial advisor currently at CORUS FAMILY WEALTH ADVISORS, INC. located in Mckinney, Texas.

Westley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Westley has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wes Scott Schubert

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 Westley Scott Schubert'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

April 29, 2025 - Present

CORUS FAMILY WEALTH ADVISORS, INC.

Office #1: 5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070

RIA

CRD#: 114702

MCKINNEY, TX

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".

CORUS FAMILY WEALTH ADVISORS, INC.

CORUS | SUMMIT ASSET MANAGEMENT, INC. | SCHUBERT & COMPANY, INC. | EMPIRICAL PRIVATE WEALTH MANAGEMENT, INC. | CORUS FAMILY WEALTH ADVISORS, INC.

CRD#: 114702 / SEC#: 801-118534

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(4/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/2025

Uniform Investment Adviser Law Examination

Current Firm

CORUS FAMILY WEALTH ADVISORS, INC.

CORUS | SUMMIT ASSET MANAGEMENT, INC. | SCHUBERT & COMPANY, INC. | EMPIRICAL PRIVATE WEALTH MANAGEMENT, INC. | CORUS FAMILY WEALTH ADVISORS, INC.

CRD#: 114702 / SEC#: 801-118534

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

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Contact information

Main Address

5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070

Mailing Address

Phone number

(972) 422-1010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 092325 (9/23/2025)

Regulatory assets under management

Total Number of Accounts	686
AUM (Assets Under Management)	$ 541,186,105

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.

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Westley S. Schubert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Westley Scott Schubert's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORUS FAMILY WEALTH ADVISORS, INC.

Primary Firm SEC Registration

CORUS FAMILY WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2025

Current Firm

CORUS FAMILY WEALTH ADVISORS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORUS FAMILY WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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