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Private Wealth Daily

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The Lean 100 · 2026 edition

^No.89

Cavu Wealth Management

Lakeside, CA · Firm website

82%AUM growth, 2024 to 2026

$209MAUM in the 2026 filing

26%client growth

7people at the firm

AUM by filing

$90M2023

$114M2024

$175M2025

$209M2026

Clients by filing

2682023

2992024

3672025

3782026

Key people

Mike WynnsPresident & Financial PlannerOwner · 8 years at the firm
in
Phillip JonesRetirement Plan SpecialistOwner · 8 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth82%104%
Client growth26%43%
People77
AUM per person$29.8M$49.7M

Rank by measure

Official rankNo. 8982%
Client growthNo. 7026%
AUM added per personNo. 91$13.5M
AUM per personNo. 89$29.8M

← No. 88 Curated Wealth Partners No. 90 Aljen Asset Management →

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Cavu Wealth Management: No. 89 on The Lean 100 (2026) — Private Wealth Daily