Overview

Headquarters
Walnut Creek, CA
Total Firm Assets
$172 million
Average High-Net-Worth Client Portfolio Size
$4.6 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: CAVU WEALTH ADVISORS, LLC - 2026 ADV PART 2 AMENDMENT (2026-05-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.40%
$10,000,001 and above 0.25%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $42,500 0.85%
$10 million $62,500 0.62%
$50 million $162,500 0.32%
$100 million $287,500 0.29%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
69.37%
Number of High-Net-Worth Clients
26
Total Client Accounts
81
Discretionary Accounts
81

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
340677
  • CAVU WEALTH ADVISORS, LLC - 2026 ADV PART 2 AMENDMENT (2026-05-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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