Cavu Wealth Advisors, LLC
Cavu Wealth Advisors, LLC is an SEC-registered wealth manager in Moraga, CA with $171.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cavu Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340677, SEC 801-135537, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $171.6M (2026-05-04)
- Firm type
- Wealth Manager
- Location
- Moraga, CA
- Employees
- 3
- Clients
- 81
- CRD
- 340677
- Ownership
- SYLVESTER, DAVID, GEORGE; DISHER, HILARY, SYLVESTER
How much AUM does Cavu Wealth Advisors, LLC have?
Cavu Wealth Advisors, LLC reported $171.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Cavu Wealth Advisors, LLC?
Disclosed owners and executives of Cavu Wealth Advisors, LLC include SYLVESTER, DAVID, GEORGE, DISHER, HILARY, SYLVESTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.