CAVU WEALTH ADVISORS, LLC
CAVU WEALTH ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 340677). Regulatory assets under management: $171.6M.
Registration
- CRD: 340677
- SEC file number: 801-135537
- Type: Registered investment adviser
- Location: 1220 OAKLAND BLVD., SUITE 200, WALNUT CREEK, CA, 94596
- Phone: 925.289.9902
- Latest filing: 2026-05-04
- Regulatory AUM: $171.6M
- Discretionary AUM: $171.6M
- Clients: 3
- Accounts: 81
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Hilary Sylvester Disher | PARTNER | — |
| David George Sylvester | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
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