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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| GOMES, DANIEL, OWEN | I | CHIEF FINANCIAL OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| JONES, PHILLIP, AL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WYNNS, MICHAEL, SHAWN | I | CHIEF EXECUTIVE OFFICER | C | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (10)
AZ CA FL HI ID LA MT OR TX WA
Address
10001 MAINE AVELAKESIDE, CA 92040
United States
Phone: 858-360-7800