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CAVU Wealth Advisors, LLC

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Client assets under management

$171,000,000

Clients

81

32% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

41

Typical

Average account size

$2,111,111

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

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Tax-loss harvesting Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Negotiated annual flat fees for financial planning clients who do not use investment management services

Percentage

$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

Project-based

Financial consulting and specialized financial planning at $450 per hour for non-clients

Other

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 location

CAVU Wealth Advisors, LLC

1220 Oakland Blvd., Suite 200

Walnut Creek CA 94596, United States

Number of offices

1

Most active in

More info

California · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 925.289.9902

Advisors at this firm

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user avatar

David S

CFP®, CFA®, Series 63

Walnut Creek, CA

CAVU Wealth Advisors, LLC

David Sylvester is a CFP®, CFA®, and Series 63 credentialed advisor with over 15 years of experience. He has worked at CAVU Wealth Advisors since 2009, including its predecessor and re-established forms, as well as Blue Trust from 2023 to 2026. CAVU Wealth Advisors is a fee-only registered investment adviser serving individual investors, including high-net-worth households, and a limited number of small and medium institutional clients. The firm offers bundled investment management and comprehensive financial planning with a focus on holistic client relationships and coordinated estate, tax, and insurance services.

General retirement planning Wealth management Tax-loss harvesting Charitable giving & philanthropy Founder/Business Owner
user avatar

Hilary D

CFP®, Series 66

Reston, VA

CAVU Wealth Advisors, LLC

Hilary Disher is a CFP® and holds a Series 66 license. She is affiliated with CAVU Wealth Advisors, LLC, based in Reston, VA. CAVU Wealth Advisors is a fee-only registered investment adviser that serves individual investors—including high-net-worth households—as well as a limited number of small and medium institutional clients. The firm provides bundled investment management and comprehensive financial planning, emphasizing a holistic approach that coordinates clients’ estate, tax, and insurance professionals. Their investment process focuses on strategic asset allocation with broadly diversified portfolios using low-cost mutual funds and ETFs, applying tax-aware practices and generally avoiding market timing.

General retirement planning Wealth management Tax-loss harvesting Charitable giving & philanthropy Founder/Business Owner
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