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CAVINESS WEALTH MANAGEMENT, LLC
CRD 172091
15660 DALLAS PARKWAY, SUITE 1425, DALLAS, TX, 75248, United States
Phone
972-499-8273
Fax
972-346-8001
Registration
— (—)
Source
State registered
Total AUM
$59.0M
Discretionary AUM
$59.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $19.3M |
| High net worth individuals | 44 | $35.4M |
| Corporations/business entities | 4 | $4.4M |
All web addresses on file
Official SEC filing: View on IAPD