CAVU WEALTH MANAGEMENT
Firm details
- Headquarters
- LAKESIDE, California
- CRD number
- 299089
- Registered since
- March 22, 2024
- Website
- www.cavuwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.31%
- Individuals31.21%
- Pension & Profit Sharing Plans3.05%
- Corporations / Businesses1.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cavu Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional relationships, and it offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm lists an insurance company among its industry affiliations and is owned by an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities23%
- US Government Bonds6%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 8CHERYL SEIFERT
Financial PlannerCRD 2154701
Scott Clements
Financial AdvisorCRD 5455970
MICHAEL WYNNS
President & Financial PlannerCRD 3072203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKESIDE, CA
SAN DIEGO
Location
LAKESIDE, CA
Headquartered in LAKESIDE, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 10001 Maine Ave
- Time zone
- PT (UTC-8)
- Office locations
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