Unclaimed Profile

Daniel Owen Gomes

CAVU WEALTH MANAGEMENT INC.·LAKESIDE, California

SIE, Series 7, Series 24, Series 66Clean record13 years registeredCAVU WEALTH MANAGEMENT INC.

10001 MAINE AVE, LAKESIDE, CA 92040CRD# 6150133Firm CRD# 299089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Owen Gomes · LAKESIDE, CA

Registration

CRD #6150133 · CAVU WEALTH MANAGEMENT INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAVU WEALTH MANAGEMENT INC.

CAVU WEALTH MANAGEMENT

Jan 2019 – Dec 2025

LAKESIDE, CA

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Dec 2014 – Feb 2020

San Diego, CA

ANCHOR BAY CAPITAL, INC.

Nov 2014 – Nov 2014

CARLSBAD, CA

WILBANKS SECURITIES ADVISORY

Mar 2013 – Nov 2014

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 6, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAVU WEALTH MANAGEMENT INC.

CRD 299089 · SEC 801-129732

AUM

$114M

Regulatory assets under management

Employees

909 client accounts

Services offered by CAVU WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAVU WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Owen Gomes offer?

Daniel Owen Gomes specializes in Financial Planning, Investment Management.

What are Daniel Owen Gomes's credentials?

Daniel Owen Gomes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Owen Gomes located?

Daniel Owen Gomes is based in LAKESIDE, California, last registered with CAVU WEALTH MANAGEMENT INC..

How does Daniel Owen Gomes charge for services?

Daniel Owen Gomes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAVU WEALTH MANAGEMENT INC.?

CAVU WEALTH MANAGEMENT INC. has approximately 8 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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