| Name | Title | Ownership | Since |
|---|---|---|---|
| David George Sylvester Control | Managing Partner And Chief Compliance Officer | 50-75% | 2026 |
| Hilary Sylvester Disher Control | Partner | 25-50% | 2026 |
Cavu Wealth Advisors, LLC reports $171.6 million in regulatory assets under management on its Form ADV.
Cavu Wealth Advisors, LLC reports 3 employees.
Cavu Wealth Advisors, LLC is based in Walnut Creek, CA and has been SEC-registered since 2026.
Cavu Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1220 Oakland Blvd., Suite 200, Walnut Creek, CA 94596 |
| Phone | 925.289.9902 |
| Fax | 877.240.1488 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $171.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $171.6M |