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Building 2CAVU WEALTH MANAGEMENT

Map pinLAKESIDE, CA
Phone858-360-7800
NotebookSEC #801-129732
Total AUM
$208.8M
Employees
7
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10001 MAINE AVE
LAKESIDE
CA 92040
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
858-360-7800
Other Offices
4

ReceiptFinancials

Total AUM
$208.8M
Accounts
903
Discretionary
$202.4M
Accounts
882
Non-Discretionary
$6.4M
Accounts
21

ContactClients

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Individual Clients
289
AUM
$65.1M
HNW Individual Clients
58
AUM
$134.3M
Pension/Profit Sharing Plan Clients
16
AUM
$6.4M
Corporation or Business Clients
15
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIIDMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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