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| CAVU Wealth Management Inc
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|---|---|
| CRD # | 299089 |
| SEC # | 801-129732 |
| CIK # | |
| AUM | 208.8 M (2026-03-09) |
| Employees | 7 (100% Investors, 29% Brokers) |
| Phone | 858-360-7800 |
| Address | 10001 Maine Ave Lakeside, CA 92040 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 65.1 |
| (b) Individuals (high net worth individuals) | 58 | 134.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 6.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 903 | 208.8 |
| By Discretionary | ||
| Discretionary | 882 | 202.4 |
| Non-Discretionary | 21 | 6.4 |
| Total | 903 | 208.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.8 | |
| Total | 903 | 208.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Creative Investment Group LLC
✚
|
TN | 209.0 M |
|
Werlinich Asset Management LLC
✚
|
209.0 M | |
|
Capital Asset Management LLC
✚
|
CO | 208.8 M |
|
Reservoir Retirement Management LLC
✚
|
OH | 208.8 M |
|
Madson Wealth Advisors Inc
✚
|
CA | 208.7 M |
|
Southcol Advisors LLC
✚
|
FL | 208.7 M |
|
Clarity Wealth Development LLC
✚
|
OR | 208.6 M |
|
Blum Financial LP
✚
|
TX | 208.6 M |
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 208.4 M |
|
Ponta Wealth Partners LLC
✚
|
FL | 208.4 M |