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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| SYLVESTER, DAVID, GEORGE | I | FOUNDING PRINCIPAL, CCO | E | Control |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B | |
| DISHER, HILARY, SYLVESTER | I | PARTNER | B |
Registrations
Federal
IA
Mar 6, 2023 REGISTERED
Notice Filings (3)
CA TX VA
Address
1220 OAKLAND BLVD. SUITE 200WALNUT CREEK, CA 94596
United States
Phone: 925-388.0372