Cavu Wealth Advisors, LLC

Walnut Creek, CA

California

Registered In

02/23/2010

Incorp. Date

Company Summary

Cavu Wealth Advisors, LLC at 1220 Oakland Blvd STE 200, Walnut Creek, Ca 94596 lists David Sylvester and David George Sylvester of Moraga, CA as the associates.

Registered In: California
Incorporation Date: 02/23/2010
Registration Type: Domestic
Company Type: Limited Liability Company - Ca
Status: Terminated
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David George Sylvester Individual Agent	118 DAVID DR, MORAGA, CA 94556
David Sylvester CEO	118 DAVID DR, MORAGA, CA 94556
David George Sylvester Manager	118 DAVID DR, MORAGA, CA 94556

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1220 OAKLAND BLVD STE 200, WALNUT CREEK, CA 94596 View Map

Financial Information for Cavu Wealth Advisors, LLC

Form 5500

CAVU WEALTH ADVISORS LLC

1220 Oakland Boulevard, Suite 200, Walnut Creek, Ca 94596 (925) 388-0372 EIN:27-0856556 Plan Admin:Hilary Disher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameCAVU WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$566,059 / $0	2024	CAVU WEALTH ADVISORS 401(K) PLAN - Plan #001	3 / 0	$566,059 / $0

Benefit & Retirement Plans based on Form 5500.

Address Match:1220 Oakland Blvd Ste 200 Walnut Creek, CA

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Address Match:1220 Oakland Blvd Walnut Creek, CA

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Person/City Match:David Sylvester - Moraga, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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