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Cavu Wealth Advisors, LLC

EST. AUM
$171,550,000

CONTACTS

CLIENT ACCOUNTS
81

Firm Details

Metro area San Francisco
CRD Number 340677
Website cavuwealth.com
Client types

Overview

CAVU Wealth Advisors, LLC is a U.S.-based financial advisory and wealth management firm headquartered in Carmi, Illinois, providing personalized investment management and financial planning services to individuals, families, and high-net-worth clients. The firm focuses on building tailored portfolios aligned with each client’s goals, time horizon, and risk tolerance, alongside retirement, estate, and risk management strategies. Founded in 2023 by Lance Barbre, CAVU operates through an affiliation with Osaic Wealth, offering access to brokerage and advisory infrastructure while maintaining a client-centric advisory model.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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