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CAVU WEALTH ADVISORS, LLC

CRD 340677 · SEC 801-135537

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1220 OAKLAND BLVD., SUITE 200, WALNUT CREEK, CA, 94596, United States

Phone

925.289.9902

Fax

877.240.1488

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$171.6M

Discretionary AUM

$171.6M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals55$52.0M
High net worth individuals26$119.0M

States served

CA, VA, TX

All web addresses on file

Official SEC filing: View on IAPD