Cavu Wealth Management
Cavu Wealth Management (CRD# 299089) is a financial advisory firm headquartered in Lakeside, CA. They manage $114,497,809 in 909 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management114MILLION
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Total Number of Accounts909ACCOUNTS
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Average Account Value$125,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID, MT, TX, WA
Scott Clements (CRD# 5455970) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 16 years of experience in the finance industry.
Charles Denherder (CRD# 5506488) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.
Cory Denherder (CRD# 6783964) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 6 years of experience in the finance industry.
Daniel Gomes (CRD# 6150133) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 11 years of experience in the finance industry.
Phillip Jones (CRD# 4788541) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 18 years of experience in the finance industry.
Jelveh Pedraza (CRD# 5570561) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 15 years of experience in the finance industry.
Cheryl Seifert (CRD# 2154701) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 31 years of experience in the finance industry.
Michael Wynns (CRD# 3072203) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 25 years of experience in the finance industry.
Jeffery Crandall (CRD# 7396284) is an Investment Advisor Representative working at Cavu Wealth Management in Hayden, ID and has over 3 years of experience in the finance industry.