Cavu Wealth Management

CRD 299089 · Lakeside, CA · $208.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299089
SEC number: 801-129732
Firm type: RIA
Assets under management: $208.8M as of Mar 9, 2026
Website: cavuwealthmanagement.com ↗
Phone: 858-360-7800
Address: 10001 Maine Ave, Lakeside, CA, 92040

Advisors at this firm

7 in our index · page 1 of 1

Scott Christopher ClementsCRD 5455970 · Lakeside, CA

IA Registered
Charles Benjamin DenherderCRD 5506488 · Lakeside, CA

IA RegisteredRegistration inactive
Cory William DenherderCRD 6783964 · Lakeside, CA

IA Registered
Phillip Al JonesCRD 4788541 · Lakeside, CA

IA RegisteredBroker
Jelveh PedrazaCRD 5570561 · New Braunfels, TX

IA Registered
Cheryl Lynn SeifertCRD 2154701 · Kula, HI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Shawn WynnsCRD 3072203 · Lakeside, CA

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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