Be advised. This firm is no longer registered.

Cavu Wealth Advisors

Cavu Wealth Advisors (CRD# 151361) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $110,726,000 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1220 Oakland Blvd. Suite 200, Walnut Creek, CA 94596
http://www.cavuwealth.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $1,604,725
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, VA

Financial Advisors at Cavu Wealth Advisors
No Advisor Found.

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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