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| Happy Holidays!! thanks for using AUM13F!! |
| CAVU Wealth Management Inc
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|---|---|
| CRD # | 299089 |
| SEC # | 801-129732 |
| CIK # | |
| AUM | $175.0 M (2025-07-31) |
| Employees | 8 (88% Investors, 25% Brokers) |
| Phone | 858-360-7800 |
| Address | 10001 Maine Ave Lakeside, CA 92040 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 63.7 |
| (b) Individuals (high net worth individuals) | 49 | 103.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 859 | 175.0 |
| By Discretionary | ||
| Discretionary | 836 | 169.5 |
| Non-Discretionary | 23 | 5.4 |
| Total | 859 | 175.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.0 | |
| Total | 859 | 175.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
Capital Portfolio Management LLC
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|
KS | 0.2 |
|
Lifegoal Wealth Advisors LLC
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|
0.2 | |
|
CornerStone Securities LLC
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|
KS | 0.2 |
|
Oregon Pacific Wealth Management LLC
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|
OR | 0.2 |
|
TLW Wealth Management LLC
✚
|
0.2 | |
|
Hofer & Associates Inc
✚
|
CA | 0.2 |
|
Finarc Investments Inc
✚
|
MA | 0.2 |
|
Retirement Advisors LLC
✚
|
TX | 0.2 |