Cavu Wealth Advisors

Cavu Wealth Advisors (CRD# 151361) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $69,000,000 in 70 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $985,714
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, TX, VA

Financial Advisors at Cavu Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
John N. Foy
CRD#: 5288092
Cornelius, NC
96
Wealthminder
score

John Foy (CRD# 5288092) is an Investment Advisor Representative working at Cavu Wealth Advisors in Cornelius, NC and has over 9 years of experience in the finance industry. John Foy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David G. Sylvester
CRD#: 704101
2175 N. California Blvd. Suite 775, Walnut Creek, CA 94596
96
Wealthminder
score

David Sylvester (CRD# 704101) is an Investment Advisor Representative working at Cavu Wealth Advisors in Walnut Creek, CA and has over 7 years of experience in the finance industry. David Sylvester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Hilary S. Disher
CRD#: 6168184
Reston, VA
89
Wealthminder
score

Hilary Disher (CRD# 6168184) is an Investment Advisor Representative working at Cavu Wealth Advisors in Reston, VA and has over 3 years of experience in the finance industry.

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