# CAVU WEALTH MANAGEMENT

CAVU WEALTH MANAGEMENT of LAKESIDE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 299089
- Type: SEC-registered investment adviser
- SEC file number: 801-129732
- Location: 10001 MAINE AVE, LAKESIDE, CA, 92040
- Phone: 858-360-7800
- Latest filing: 2026-08-05
- Regulatory AUM: $208.8M
- Discretionary AUM: $202.4M
- Non-discretionary AUM: $6.4M
- Clients: 7
- Accounts: 903

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299089/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299089/similar
- Related entities: https://search.stillhousedata.com/firm/299089/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299089

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.