CAVU WEALTH ADVISORS, LLC
Legal name: CAVU WEALTH ADVISORS
CRD #151361 SEC #801-122642 WALNUT CREEK, CA 925-388.0372
SEC Registered
Total AUM
$110.7M
Discretionary
$110.7M
Employees
3
Clients
51
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $110.7M | $110.7M | $0 | 3 | 69 |
| Mar 2022 | $114.4M | $114.4M | $0 | 4 | 65 |
| Mar 2022 | $114.4M | $114.4M | $0 | 4 | 65 |
| Mar 2022 | $114.4M | $114.4M | $0 | 4 | 65 |
| Dec 2021 | $110.9M | $110.9M | $0 | 4 | 0 |
| Nov 2021 | $110.9M | $110.9M | $0 | 4 | 0 |
| Oct 2021 | $110.9M | $110.9M | $0 | 4 | 0 |
DateMar 2023
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees3
Clients69
DateMar 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients65
DateMar 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients65
DateMar 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients65
DateDec 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients0