Cavu Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Lakeside, CA. Its latest Form ADV filing, dated March 9, 2026, reports $209M in regulatory assets under management, 7 employees, 4 offices, and 903 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
289
2
HNWI
15.3%
58
3
Pension Plans
4.2%
16
4
Corporations
4.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of March 9, 2026
Discretionary97.0%
$202M
97% of total RAUM97.0%
Non-discretionary3.0%
$6M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$209M
Total Accounts903
10Y AUM Change+$94M (+82.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.