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CAVU WEALTH MANAGEMENT
Legal name: CAVU WEALTH MANAGEMENT INC.
CRD 299089File 801-129732
APPROVED
Retail clients
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$208.8M
Below cohort median (national)
Discretionary AUM
$202.4M
Non-discretionary $6.4M
Clients
378
903 accounts
Employees
7
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 22, 2024
- Principal office
- 10001 MAINE AVE, LAKESIDE, CA, 92040
- Phone
- 858-360-7800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $208.8M
- Discretionary AUM
- $202.4M
- Non-discretionary AUM
- $6.4M
- Discretionary accounts
- 882
- Non-discretionary accounts
- 21
- Total accounts
- 903
- AUM per client
- $552K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $3.0M |
| High net worth individuals | 58 | $134.3M |
| Pension and profit sharing plans | 16 | $6.4M |
| Individuals (other than high net worth individuals) | 289 | $65.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.