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Daniel Owen Gomes

CAVU WEALTH MANAGEMENT INC.·LAKESIDE, California
Unclaimed Profile
10001 MAINE AVE, LAKESIDE, CA 92040CRD# 6150133Firm CRD# 299089
01

About

Daniel Owen Gomes is a registered financial advisor based in LAKESIDE, California, affiliated with CAVU WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAVU WEALTH MANAGEMENT INC.
CAVU WEALTH MANAGEMENT
AUM
$114M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CAVU WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6150133
Firm CRD# 299089
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Owen Gomes offer?
Daniel Owen Gomes specializes in Financial Planning, Investment Management. Contact their office in LAKESIDE, California for a consultation.
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, working with CAVU WEALTH MANAGEMENT INC.. Their office serves clients in the LAKESIDE metropolitan area and surrounding communities.
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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Other advisors in LAKESIDE
Michael Shawn Wynns — CAVU WEALTH MANAGEMENT INC.Phillip Al Jones — CAVU WEALTH MANAGEMENT INC.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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