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Building 2CAVU WEALTH ADVISORS, LLC

Map pinWALNUT CREEK, CA
Phone925.289.9902
NotebookSEC #801-135537
Total AUM
$171.6M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 OAKLAND BLVD.
SUITE 200
WALNUT CREEK
CA 94596
United States
Operating Hours
9-5
Monday - Friday
Phone
925.289.9902

ReceiptFinancials

Total AUM
$171.6M
Accounts
81
Discretionary
$171.6M
Accounts
81
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$52M
HNW Individual Clients
26
AUM
$119M
Charitable Organization Clients
1
AUM
$550K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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