CAVU WEALTH MANAGEMENT of LAKESIDE, CA is an SEC-registered investment adviser (CRD 299089). Regulatory assets under management: $208.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Michael Shawn Wynns | CHIEF EXECUTIVE OFFICER | — |
| Daniel Owen Gomes | CHIEF FINANCIAL OFFICER | — |
| Phillip Al Jones | CHIEF COMPLIANCE OFFICER | — |
| WYNNS MICHAEL SHAWN | CHIEF EXECUTIVE OFFICER | — |
| GOMES DANIEL OWEN | CHIEF FINANCIAL OFFICER | — |
| JONES PHILLIP AL | CHIEF COMPLIANCE OFFICER | — |