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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- QuantumRidge legacy +more
- Established Date
- 07-14-2014
- Office Locations
- 1
Office Locations
About Caviness Wealth Management, LLC
Dallas-based Caviness Wealth Management, LLC is a fiduciary RIA providing holistic financial planning and ongoing portfolio management, including retirement, tax, estate, charitable and insurance planning. The firm follows a structured discovery-to-implementation process with monitoring on a quarterly to annual cadence, and serves clients in person or via Zoom/FaceTime and texting. Securities are offered through LPL Financial.
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Owner & Executives
DAVID DEWAYNE CAVINESS
Certified Financial Planner, Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #4221248
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,010,452 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,010,452 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,010,452
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $487,968,300 | 39.6% |
| Equity - Exchange | $346,260,334 | 28.1% |
| Cash | $398,014,547 | 32.3% |
| Total | $1,232,243,181 | 100.0% |