Caviness Wealth Management, LLC

Caviness Wealth Management, LLC (CRD# 172091) is a financial advisory firm headquartered in Dallas, TX. They manage $47,611,827 in 237 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15660 Dallas Parkway, Suite 1425, Dallas, TX 75248
http://www.cavinesswealth.com/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $200,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Caviness Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Caviness, financial advisor Dallas TX
David D. Caviness
CRD#: 4221248
15660 Dallas Parkway, Suite 1425, Dallas, TX 75248

David Caviness (CRD# 4221248) is an Investment Advisor Representative working at Caviness Wealth Management, LLC in Dallas, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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