# Cavu Wealth Advisors, LLC

> Cavu Wealth Advisors, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 340677
- Filed as: CAVU WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340677
- AdvisorCensus page: https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677

## Quick answers

**How is Cavu Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cavu Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Cavu Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated May 4, 2026 states: Hourly rate: $450 an hour (specialized financial planning, consulting or advisory…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cavu Wealth Advisors, LLC located?**
Cavu Wealth Advisors, LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Cavu Wealth Advisors, LLC registered with the SEC or a state?**
Cavu Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340677.

**How much does Cavu Wealth Advisors, LLC manage?**
Cavu Wealth Advisors, LLC reports $171,550,000 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**What types of clients does Cavu Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (26).

**Which custodians does Cavu Wealth Advisors, LLC use?**
Cavu Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cavu Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340677

**What changed in Cavu Wealth Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $150,550,000 to $171,550,000 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 4, 2026)

- Minimum annual fee: $10,000

> Our minimum annual fee is $10,000 per year. We may waive that minimum fee, or negotiate our fees, under special circumstances.

- Hourly rate: $450 an hour (specialized financial planning, consulting or advisory…)

> Occasionally CAVU may also contract with non-clients to provide specialized financial planning, consulting or advisory services at a rate of $450 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $171,550,000
- Discretionary: $171,550,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $52,000,000 |
| High net worth individuals | 26 | $119,000,000 |
| Charitable organizations | Fewer than 5 | $550,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cavuwealth.com

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $150,550,000 to $171,550,000 (+14%).

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cavu Wealth Advisors, LLC (CRD 340677): Form ADV filing data as of October 2026.