CAVU WEALTH MANAGEMENT INC.
Legal name: CAVU WEALTH MANAGEMENT
CRD #299089 SEC #801-129732 LAKESIDE, CA 858-360-7800
SEC Registered
Total AUM
$175M
Discretionary
$169.5M
Employees
7
Clients
101
Accounts
859
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $175M | $169.5M | $5.4M | 7 | 0 |
| Dec 2025 | $175M | $169.5M | $5.4M | 7 | 0 |
| Jul 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Jul 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Apr 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Apr 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Feb 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Feb 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Feb 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Feb 2025 | $175M | $169.5M | $5.4M | 8 | 0 |
| Nov 2024 | $114.5M | $111M | $3.5M | 8 | 0 |
| Oct 2024 | $114.5M | $111M | $3.5M | 8 | 0 |
| Aug 2024 | $114.5M | $111M | $3.5M | 9 | 0 |
| Apr 2024 | $114.5M | $111M | $3.5M | 9 | 0 |
| Apr 2024 | $114.5M | $111M | $3.5M | 9 | 0 |
| Mar 2024 | $114.5M | $111M | $3.5M | 10 | 0 |
| Feb 2024 | $114.5M | $111M | $3.5M | 10 | 0 |
DateDec 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees7
Clients0
DateDec 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees7
Clients0
DateJul 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateJul 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateApr 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateApr 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateFeb 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateFeb 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateFeb 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateFeb 2025
Total AUM$175M
Discretionary$169.5M
Non-Disc.$5.4M
Employees8
Clients0
DateNov 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees8
Clients0
DateOct 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees8
Clients0
DateAug 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees9
Clients0
DateApr 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees9
Clients0
DateApr 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees9
Clients0
DateMar 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees10
Clients0
DateFeb 2024
Total AUM$114.5M
Discretionary$111M
Non-Disc.$3.5M
Employees10
Clients0