David Sylvester
CAVU Wealth Advisors · Walnut Creek, California
David Sylvester is a fee-only financial advisor at CAVU Wealth Advisors in Walnut Creek, California, who holds the CFP and CFA credentials. David focuses on tax planning and retirement planning. CAVU Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CAVU Wealth Advisors |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $171.6M across 81 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX, VA · CRD 704101 |
| Exams passed | Series 63 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cavuwealth.com |
| Profile |
How David's firm compares
- CAVU Wealth Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 81 accounts).
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Questions about David
Is David Sylvester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and CAVU Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, CAVU Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Sylvester based?
David Sylvester is based in Walnut Creek, California.
What does David specialize in?
David's specialties include tax planning and retirement planning.
What credentials does David Sylvester hold?
David Sylvester holds the CFP and CFA credentials.
Is David Sylvester registered with the SEC?
Yes. David Sylvester is registered as an investment adviser representative in CA, TX and VA (CRD 704101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CAVU Wealth Advisors manage?
CAVU Wealth Advisors reports $171.6M across 81 accounts in assets under management.
How do I contact David Sylvester?
Through David's website, www.cavuwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CAVU Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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