Cavu Wealth Management Inc.
● SEC registered since 2024CRD 299089SEC# 801-129732Lakeside, CA
Reg. AUM
$208.8M
Employees
7
Accounts
903
Location
Lakeside, CA
Cavu Wealth Management Inc. assets under management
Cavu Wealth Management Inc. is an investment advisory firm registered with the SEC based in Lakeside, CA. The firm has been registered since 2024. It reports $208.8 million in regulatory assets under management and employs 7 people.
Cavu Wealth Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Owen Gomes Control | Chief Financial Officer | 25-50% | 2018 |
| Michael Shawn Wynns Control | Chief Executive Officer | 25-50% | 2018 |
| Phillip Al Jones Control | Chief Compliance Officer | 25-50% | 2018 |
Frequently asked questions
How much does Cavu Wealth Management Inc. manage?
Cavu Wealth Management Inc. reports $208.8 million in regulatory assets under management on its Form ADV.
How many employees does Cavu Wealth Management Inc. have?
Cavu Wealth Management Inc. reports 7 employees.
Where is Cavu Wealth Management Inc. located?
Cavu Wealth Management Inc. is based in Lakeside, CA and has been SEC-registered since 2024.
Does Cavu Wealth Management Inc. disclose fund performance?
Cavu Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10001 Maine Ave, Lakeside, CA 92040 |
| Phone | 858-360-7800 |
| Fax | 858-360-7801 |
| Office hours | 8:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$208.8Mregulatory AUM
Discretionary $202.4MNon-discretionary $6.4M