SEC CRD #801-135537
CAVU WEALTH ADVISORS, LLC ( CRD # 340677/SEC#:801-135537 ) Approved 3/12/2026. An investment adviser is paid for providing advice about securities to clients. I am the founder of CAVU Wealth Advisors, a registered investment advisor in California. Our goal is to help bring clarity to our client's current financial ... CAVU WEALTH MANAGEMENT is a LAKESIDE, CA-based registered investment adviser managing $209M in assets with 7 employees (CRD #299089).
DAVID SYLVESTER
MANAGING PARTNER
📞 (925) 200-1391
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AUM
$151M
Location
MORAGA, CA
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