CAVU WEALTH ADVISORS, LLC

CAVU WEALTH ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 151361). Regulatory assets under management: $110.7M.

Registration

• CRD: 151361
• SEC file number: 801-122642
• Type: Registered investment adviser
• Location: 1220 OAKLAND BLVD. SUITE 200, WALNUT CREEK, CA, 94596
• Phone: 925-388.0372
• Latest filing: 2023-03-06
• Regulatory AUM: $110.7M
• Discretionary AUM: $110.7M
• Clients: 3
• Accounts: 69

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search