CAVINESS WEALTH MANAGEMENT, LLC

CAVINESS WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 172091). Regulatory assets under management: $59.0M.

Registration

• CRD: 172091
• Type: Registered investment adviser
• Location: 15660 DALLAS PARKWAY, DALLAS, TX, 75248
• Phone: 972-499-8273
• Latest filing: 2026-01-30
• Regulatory AUM: $59.0M
• Discretionary AUM: $59.0M
• Clients: 1
• Accounts: 164

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search