CAVU Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high‑net‑worth households, and also works with small and medium institutional accounts. Most client relationships are delivered as a bundled, comprehensive wealth management service, though some clients retain the firm only for planning or limited consulting.
The firm follows a holistic, Investment Policy Statement–driven process and manages client accounts on a discretionary basis, building broadly diversified portfolios that typically span roughly 15 asset classes using low‑cost mutual funds, ETFs and separatel y managed accounts. Portfolios emphasize long‑term allocation discipline with periodic rebalancing, tax‑aware decisions (including asset location and the use of SMAs for direct indexing and tax‑loss harvesting), and shorter‑duration, investment‑grade fixed income where appropriate.
Distinctive features include a recent spin‑out from another advisory firm, an explicit offering to manage held‑away retirement and other noncustodied assets under discretion, and a practice of providing sub‑advisory investment management to other advisors. The firm operates on a fee‑only basis, does not sell insurance or accept commissions, declines proxy‑voting authority, and staffs the firm with professionals who hold industry credentials.
Client services
Expertise
Occupation focus
Fee options
Negotiated annual flat fees for financial planning clients who do not use investment management services
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.40% annually $10,000,000+: 0.25% annually
Financial consulting and specialized financial planning at $450 per hour for non-clients
Minimum fee: Minimum annual fee of $10,000, may be waived or negotiated under special circumstances Fee-only: Fee-only advisor; no commissions on securities or investment products
Main office
See office1220 Oakland Blvd., Suite 200
Walnut Creek CA 94596
Advisors at this office
1
Offices (2)
Most active in
California · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David S
CFP®, CFA®, Series 63
Walnut Creek, CA
CAVU Wealth Advisors, LLC
David Sylvester is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CAVU Wealth Advisors, LLC in Walnut Creek, CA, where he has worked since 2026. Prior to that, he was employed at Blue Trust from 2023 to 2026 and previously at Cavu Wealth Advisors from 2009 to 2023. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm delivers comprehensive wealth management through a disciplined, Investment Policy Statement–driven process, utilizing broadly diversified portfolios across multiple asset classes with an emphasis on tax-aware strategies and long-term allocation discipline.
Hilary D
CFP®, Series 66
Reston, VA
CAVU Wealth Advisors, LLC
Hilary Disher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 designation with 10 years of industry experience. She has worked at CAVU Wealth Advisors since 2014 and spent a year with Goldman Sachs Wealth Services prior to that. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm uses a holistic, Investment Policy Statement–driven approach to build broadly diversified, tax-aware portfolios managed on a discretionary basis.
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