| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Owen Gomes Control | Chief Financial Officer | 25-50% | 2018 |
| Michael Shawn Wynns Control | Chief Executive Officer | 25-50% | 2018 |
| Phillip Al Jones Control | Chief Compliance Officer | 25-50% | 2018 |
Cavu Wealth Management Inc. reports $175 million in regulatory assets under management on its Form ADV.
Cavu Wealth Management Inc. reports 8 employees.
Cavu Wealth Management Inc. is based in Lakeside, CA and has been SEC-registered since 2024.
Cavu Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10001 Maine Ave, Lakeside, CA 92040 |
| Phone | 858-360-7800 |
| Fax | 858-360-7801 |
| Office hours | 8:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $169.5M |
| Non-discretionary | $5.4M |
| Total (RAUM) | $175M |