Cavanaugh Wealth Management LLC

Overview

Cavanaugh Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual advisor. The firm focuses on advising individuals, families and small-business owners, providing financial planning and portfolio management services. Its billing model includes a percentage-of-assets-under-management fee plus the option for hourly or fixed-fee arrangements. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Services are oriented toward direct client advice rather than running third-party allocation platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives