CAVU WEALTH ADVISORS, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 340677
- Registered since
- March 12, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.37%
- Individuals30.31%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cavu Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser (registration noted in 2026) organized as an LLC and owner-operated. The firm serves individual and family clients and offers financial planning alongside portfolio management for individuals and small businesses. Its advisory engagement model mixes percentage-of-assets fees with fixed-fee arrangements. The firm is not marked as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
2 of 2DAVID SYLVESTER
Founding PrincipalCRD 704101
HILARY DISHER
Senior Private Wealth ManagerCRD 6168184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1220 Oakland Blvd
- Time zone
- PT (UTC-8)
- Office locations
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