Jelveh Pedraza is a registered investment advisor at Cavu Wealth Management, based in Lakeside, CA, with 17 years of industry experience. Jelveh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 367 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Location
10001 Maine Ave, Lakeside, CA, 92040
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jelveh is a co-branded Advisor Representative of CAVU Wealth Management, conducting her advisory business under the DBA name of Palizban Pedraza Wealth Advisors. She dedicates all of her time during trading hours to this activity.
Employment History
Current Registrations
Cavu Wealth Management
Previous Registrations
Laurel Wealth Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.