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CAVU WEALTH MANAGEMENT
CAVU WEALTH MANAGEMENT INC.
CRD 299089 · SEC 801-129732
10001 MAINE AVE, LAKESIDE, CA, 92040, United States
Phone
858-360-7800
Fax
858-360-7801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.8M
Discretionary AUM
$202.4M
Team
7 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $65.1M |
| High net worth individuals | 58 | $134.3M |
| Pension/profit sharing plans | 16 | $6.4M |
| Corporations/business entities | 15 | $3.0M |
States served
AZ, CA, ID, MT, OR, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD