Cavu Wealth Management
Cavu Wealth Management is an SEC-registered mass-market adviser in Lakeside, CA with $208.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Cavu Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299089, SEC 801-129732, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $208.8M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Lakeside, CA
- Employees
- 7
- Clients
- 378
- CRD
- 299089
- Ownership
- WYNNS, MICHAEL, SHAWN; GOMES, DANIEL, OWEN; JONES, PHILLIP, AL
How much AUM does Cavu Wealth Management have?
Cavu Wealth Management reported $208.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Cavu Wealth Management?
Disclosed owners and executives of Cavu Wealth Management include WYNNS, MICHAEL, SHAWN, GOMES, DANIEL, OWEN, JONES, PHILLIP, AL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.