Cavu Wealth Advisors, LLC
● SEC registered since 2026CRD 340677SEC# 801-135537Walnut Creek, CA
Reg. AUM
$171.6M
Employees
3
Accounts
81
Location
Walnut Creek, CA
Cavu Wealth Advisors, LLC assets under management
Cavu Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2026. It reports $171.6 million in regulatory assets under management and employs 3 people.
Cavu Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David George Sylvester Control | Managing Partner And Chief Compliance Officer | 50-75% | 2026 |
| Hilary Sylvester Disher Control | Partner | 25-50% | 2026 |
Frequently asked questions
How much does Cavu Wealth Advisors, LLC manage?
Cavu Wealth Advisors, LLC reports $171.6 million in regulatory assets under management on its Form ADV.
How many employees does Cavu Wealth Advisors, LLC have?
Cavu Wealth Advisors, LLC reports 3 employees.
Where is Cavu Wealth Advisors, LLC located?
Cavu Wealth Advisors, LLC is based in Walnut Creek, CA and has been SEC-registered since 2026.
Does Cavu Wealth Advisors, LLC disclose fund performance?
Cavu Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1220 Oakland Blvd., Suite 200, Walnut Creek, CA 94596 |
| Phone | 925.289.9902 |
| Fax | 877.240.1488 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.6M▲ 14%
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$171.6Mregulatory AUM
Discretionary $171.6M