CAVU WEALTH MANAGEMENT INC.
Doing business as CAVU WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$208,760,964
Discretionary
$202,394,375
Non-discretionary
$6,366,589
Firm details
- CRD number
- 299089
- SEC file number
- 801-129732
- Main office
- LAKESIDE, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://cavuwealthmanagement.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.