C
$171.6M Total AUM
$171.6M Disc. AUM
-- 3Y CAGR
3 Employees
81 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian pioneer
- Established Date
- 03-12-2026
- Office Locations
- 2
Office Locations
1220 Oakland Blvd. Suite 200 Walnut Creek CA
-- Reston VA
About Cavu Wealth Advisors, LLC
Cavu Wealth Advisors, LLC is a Walnut Creek-based RIA with 2 offices. The firm has been operating for 0 years. Managing $171.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, College Planning, Estate Planning.
Team overview
68 AVG AGE
$57.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
0.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
0yrs Firm Age
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Asset Classes
Capital Quantum prime
Client Personas
Alpha
Custodian
Legacy capital Legacy timber Foundation Capital
Investment Themes
Atlas harbor Eagle Foundation Beacon wave
Investment Vehicles
Eagle meridian
Platform
Vital alpha
Services
Capital Fusion North Horizon alpha Pathway Fusion radial Beacon signal Momentum Vector
Technology
Horizon
Owner & Executives
D
DAVID GEORGE SYLVESTER
Chief Compliance Officer, Managing Partner
- CRD
- #704101
- Ownership
- 50% but less than 75%
(750) 611-7857
delta.legacy@unisoncapital.com
in linkedin.com/in/summit-matrix
HILARY SYLVESTER DISHER
PARTNER
- CRD
- #6168184
- Ownership
- 25% but less than 50%
(593) 834-3252
vertex.bridge@bridgecapital.com
in linkedin.com/in/vector-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,550,000 | $2,117,901 |
| Non-Discretionary | $0 | -- |
| Total | $171,550,000 | $2,117,901 |
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Separately Managed Accounts
Total SMA Asset: $171,550,000
Equity - Exchange:
17.6% Public Funds:
8.3% Cash:
25.7% Municipal Bonds:
15.0% U.S. Government/Agency:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $190,121,329 | 17.6% |
| Public Funds | $89,659,490 | 8.3% |
| Cash | $277,620,350 | 25.7% |
| Municipal Bonds | $162,035,224 | 15.0% |
| U.S. Government/Agency | $360,798,431 | 33.4% |
| Total | $1,080,234,824 | 100.0% |