Overview
Assets Under Management: $151 million
Headquarters: MORAGA, CA
High-Net-Worth Clients: 15
Average Client Assets: $7 million
Frequently Asked Questions
CAVU WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #340677), CAVU WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CAVU WEALTH ADVISORS, LLC is headquartered in MORAGA, CA.
CAVU WEALTH ADVISORS, LLC serves 15 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, CAVU WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CAVU WEALTH ADVISORS, LLC manages $151 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, CAVU WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.74
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 72
Discretionary Accounts: 72
Regulatory Filings
CRD Number: 340677
Filing ID: 2052245
Last Filing Date: 2026-02-23 17:22:51