Overview
Assets Under Management: $175 million
Headquarters: LAKESIDE, CA
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 859
Discretionary Accounts: 836
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 299089
Last Filing Date: 2025-02-18 00:00:00
Website: https://cavuwm.com