CD
Cory W. Denherder
CAVU WEALTH MANAGEMENT
Lakeside, CA 92040
Some features on this profile are disabled
CRD#: 6783964
CD
Professional summary
Cory William Denherder is a registered financial advisor currently at CAVU WEALTH MANAGEMENT located in Lakeside, California.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cory has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DenHerder & Associates Position: Financial Analyst with no ownership in the Estate Planning Firm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITY TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 10085 Carroll Canyon Road, Suite 220, San Diego, CA 92131 DESCRIPTION: assist with financial statements, department financial analysis, payroll analysis, and process payroll Cory William DenHerder is Financial and Office Analyst at DenHerder & Associates; Is the business investment related: No; Location of the business: 10085 Carroll Canyon Road, Suite 220 San Diego CA 92131; Description of the business: Estate Planning Attorney Firm; Responsibilities Duties: Assist with financial reporting, department financial analysis, payroll analysis, and process payroll; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 60;
CRS (Client Relationship Summary) - RIA
Click below to view Cory William Denherder's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2019 - Present
CAVU WEALTH MANAGEMENT
Office #1: 10001 Maine Ave, Lakeside, CA 92040RIA
CRD#: 299089
Lakeside, CA
Past
November 6, 2017 - February 28, 2020
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
RIA
CRD#: 133657
San Diego, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CAVU WEALTH MANAGEMENT
CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.
CRD#: 299089 / SEC#: 801-129732
RIA
Registered Investment Advisory firm - (3/22/2024 Approved)Arizona
Registered Investment Advisory firm - (4/16/2024 Terminated)California
Registered Investment Advisory firm - (5/16/2024 Terminated)Idaho
Registered Investment Advisory firm - (4/16/2024 Terminated)Montana
Registered Investment Advisory firm - (4/29/2024 Terminated)Texas
Registered Investment Advisory firm - (4/16/2024 Terminated)Washington
Registered Investment Advisory firm - (5/16/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/4/2019)
IAR
Idaho(11/29/2021)
Current Firm
CW
CAVU WEALTH MANAGEMENT
CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.
CRD#: 299089 / SEC#: 801-129732
RIA
Registered Investment Advisory firm - (3/22/2024 Approved)Arizona
Registered Investment Advisory firm - (4/16/2024 Terminated)California
Registered Investment Advisory firm - (5/16/2024 Terminated)Idaho
Registered Investment Advisory firm - (4/16/2024 Terminated)Montana
Registered Investment Advisory firm - (4/29/2024 Terminated)Texas
Registered Investment Advisory firm - (4/16/2024 Terminated)Washington
Registered Investment Advisory firm - (5/16/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10001 Maine Ave, Lakeside, CA 92040
Mailing Address
Phone number
(858) 360-7800
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 859 |
| AUM (Assets Under Management) | $ 174,988,843 |
Red Flags
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