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Cavu Wealth Management

Cavu Wealth Management. CRD 299089

Cavu Wealth Management logo

CRD: 299089

Cavu Wealth Management

Lakeside, CA, 92040
8583607800
www.cavuwm.com
$208.8M Total AUM
$202.4M Disc. AUM
-- 3Y CAGR
7 Employees
378 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
FoundationGlacier capital
Established Date
09-01-2018
Office Locations
3

Office Locations

10001 Maine AVE Lakeside CA
-- Kula HI
-- NEW Braunfels TX

About Cavu Wealth Management

CAVU Wealth Management is an RIA providing team-based financial planning and retirement-focused guidance, building tailored strategies around client goals and risk tolerance. The firm serves clients nationwide with offices in San Diego County, CA and northern Idaho, and often implements portfolios using ETFs and public funds with custody at Charles Schwab.

Team overview

49 AVG AGE
$29.8M AVG AUM / ADVISOR
$552.3K AVG AUM / CLIENT
7.2 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Vector Delta ridge Vital Timber Vital pathway

Client Personas

Atlas horizon Pioneer vertex

Custodian

Fusion signal Summit Delta Unison summit Oak Ember delta Zenith capital Vertex Radial

Investment Themes

Alpha eagle Crest Oak

Investment Vehicles

Matrix oak

Platform

Capital Summit vital

Services

Summit peak Bridge Beacon catalyst Peak wave Element pioneer Timber legacy Timber Radial Vertex ridge Zenith atlas

Technology

Matrix ridge Pathway

Owner & Executives

DANIEL OWEN GOMES

DANIEL OWEN GOMES

Chief Financial Officer, Financial Planner

CRD
#6150133
Ownership
25% but less than 50%
(582) 690-9274
beacon.radial@vertexcapital.com
in linkedin.com/in/ember-atlas
P

PHILLIP AL JONES

Chief Compliance Officer

CRD
#4788541
Ownership
25% but less than 50%
(347) 413-5712
pathway.radial@primecapital.com
in linkedin.com/in/focus-vertex
R

Radial eagle

Meridian atlas

CRD
#25034
Ownership
25.3%
(410) 932-5006
alpha.peak@horizoncapital.com
in linkedin.com/in/legacy-zenith

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Contacts

Scott Christopher Clements

Scott Christopher Clements

Financial Advisor

CRD
#5455970
(978) 214-2883
glacier.element@peakcapital.com
in linkedin.com/in/insight-pioneer
C

CHARLES BENJAMIN DENHERDER

Financial Advisor

CRD
#5506488
(544) 266-9549
insight.prime@pathwaycapital.com
in linkedin.com/in/ember-unison
P

Pioneer meridian

Ember unison optima

CRD
#92127
(965) 589-1924
quantum.timber@frontiercapital.com
in linkedin.com/in/delta-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2024
12-16-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $202,394,375 $229,472
Non-Discretionary $6,366,589 $303,171
Total $208,760,964 $231,186

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Separately Managed Accounts

Total SMA Asset: $208,760,964

$208.8M Total SMA
Public Funds:
26.4%
Equity - Exchange:
16.8%
U.S. Government/Agency:
25.6%
Cash:
23.3%
Municipal Bonds:
7.9%
Asset class Assets Assets %
Public Funds $2,185,735,760 26.4%
Equity - Exchange $1,390,922,756 16.8%
U.S. Government/Agency $2,119,501,343 25.6%
Cash $1,929,077,394 23.3%
Municipal Bonds $654,064,869 7.9%
Total $8,279,302,122 100.0%

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