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 5 states (or territories).

Current Firm Details
10001 Maine Ave, Lakeside, CA 92040
http://cavuwm.com
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    909
    ACCOUNTS
  • Average Account Value
    $125,960
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, MT, WA

Financial Advisors at Cavu Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Scott Clements, financial advisor Lakeside CA
Scott C. Clements
CRD#: 5455970
10001 Maine Ave, Lakeside, CA 92040

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.

2
Charles Denherder, financial advisor Lakeside CA
Charles B. Denherder
CRD#: 5506488
10001 Maine Ave, Lakeside, CA 92040

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.

3
Cory Denherder, financial advisor Lakeside CA
Cory W. Denherder
CRD#: 6783964
10001 Maine Ave, Lakeside, CA 92040

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.

4
Daniel Gomes, financial advisor Lakeside CA
Daniel O. Gomes
CRD#: 6150133
10001 Maine Ave, Lakeside, CA 92040

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.

5
Phillip Jones, financial advisor Lakeside CA
Phillip A. Jones
CRD#: 4788541
10001 Maine Ave, Lakeside, CA 92040

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.

6
Jelveh Pedraza, financial advisor Lakeside CA
Jelveh Pedraza
CRD#: 5570561
10001 Maine Ave, Lakeside, CA 92040

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.

7
Cheryl Seifert, financial advisor Lakeside CA
Cheryl L. Seifert
CRD#: 2154701
10001 Maine Ave, Lakeside, CA 92040

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.

8
Michael Wynns, financial advisor Lakeside CA
Michael S. Wynns
CRD#: 3072203
10001 Maine Ave, Lakeside, CA 92040

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.

9
Jeffery Crandall, financial advisor Lakeside CA
Jeffery J. Crandall
CRD#: 7396284
10001 Maine Ave, Lakeside, CA 92040

Jeffery Crandall (CRD# 7396284) is an Investment Advisor Representative working at Cavu Wealth Management in Lakeside, CA and has over 3 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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