CAVU Wealth Management

FinancialVerified

About

CAVU Wealth Management on Maine Avenue in Lakeside oversees approximately $114.5 million in assets under management across 909 client accounts from its East County San Diego headquarters at 10001 Maine Ave near Lindo Lake County Park. The registered investment advisory practice covers comprehensive financial planning, portfolio management, and pension consulting, generating the kind of year-end tax documentation prepared at All County Tax Services LLC on Maine Avenue. CAVU — an aviation term for Ceiling and Visibility Unlimited — maintains additional offices in the Rancho Bernardo corridor and Hayden, Idaho, with state registrations across California, Arizona, Idaho, Montana, Texas, and Washington. Estate-planning strategies and charitable-gifting structures are developed in coordination with legal counsel, including the trust and probate work handled at McGovern Law Group on Alpine Blvd. The advisory team structures fee arrangements across asset-based, hourly, and fixed-fee models calibrated to retail investors, high-net-worth individuals, pension plans, and corporate accounts.