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CAVU WEALTH ADVISORS, LLC

WALNUT CREEK, CA · CRD 340677 · IAPD ↗ · cavuwealth.com · 925.289.9902

$171.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — CAVU WEALTH ADVISORS, LLC moved its main office from MORAGA, CA to WALNUT CREEK, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
June 2026 — CAVU WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — CAVU WEALTH ADVISORS, LLC (MORAGA, CA) is newly SEC-registered (provisional 120-day approval) with $150.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.