CAVU WEALTH MANAGEMENT INC.

CAVU WEALTH MANAGEMENT
LAKESIDE, California·3 registered advisors·CRD# 299089
SEC# 801-1297323858-360-7800
01

Firm Overview

AUM
$114M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAVU WEALTH MANAGEMENT INC.

3 registered advisors
Daniel Owen Gomes
LAKESIDE, California
Michael Shawn Wynns
LAKESIDE, California
Phillip Al Jones
LAKESIDE, California
05

Office Locations

LAKESIDE, California
3 advisors

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Data sourced from SEC Form ADV filings. CAVU WEALTH MANAGEMENT INC. (CRD# 299089) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.