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Charles Benjamin Denherder

Investment adviser representative at Cavu Wealth Management
26 yearsExperience
1 stateRegistered in
$208.8MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

26 years in the industry.

  1. Cavu Wealth ManagementJan 2019 to now
  2. Cc Capital MgmtOct 2000 to now
  3. Independent Financial GroupFeb 2011 to Dec 2017
  4. Capital Financial Consultants GroupJun 2009 to Mar 2021

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (CA).

Cavu Wealth Management

Legal name: Cavu Wealth Management Inc.

$208.8MAssets managed
378Clients
7Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5506488
Firm CRD
299089
Advisor's SEC record (opens in a new tab)
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