Cavu Wealth Management

RIASEC RegisteredEst. 2024

Total AUM

$209M

Discretionary

$202M

97% of AUM

Avg account

$231K

Accounts

903

Employees

Advisory reps

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

FINTRX

Overview

Cavu Wealth Management is an independent, individually owned registered investment adviser that registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm lists an industry affiliation with an insurance company and does not position itself as a capital allocator.