Cory DenHerder has been an investment adviser representative at CAVU Wealth Management since January 2019, and is not listed among the firm’s executive officers or direct owners. Cory DenHerder studied at San Diego State University.
Cavu Wealth Management Inc. is a Lakeside, CA firm with $209M under management, 378 clients and 7 advisers across 5 offices, as of its August 2026 filing.
Cory DenHerder is Financial Advisor of CAVU Wealth Management. Cory joined the CAVU Wealth Management team in early 2017 and shortly thereafter became a Financial Advisor with the firm. Before that he worked for eMoney Advisor, a financial planning software company, where he helped advisors craft personalized financial plans for their clients.
Cory DenHerder’s longest registration is the current one, 7 years at CAVU Wealth Management since 2019. Before joining CAVU Wealth Management in 2019, Cory DenHerder was registered through Capital Financial Consultants Group, Inc.
- Cavu Wealth ManagementCurrent– present · 7 yearsLakeside, CA · Adviser representative · Firm CRD 299089
- Capital Financial Consultants Group, Inc.– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 133657
Professional designations
Listed by CAVU Wealth Management
- CFP®
Investment adviser representative registrations
Cory DenHerder is registered as an investment adviser representative in 2 states. The first approvals date from January 2019; the most recent is Idaho, in November 2021.
- CaliforniaSince 4 January 2019
- IdahoSince 29 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cory William DenHerder
- CRD
- 6783964
- Firm
- CAVU Wealth Management · CRD 299089
- Office
- 10001 MAINE AVE, Lakeside, CA 92040
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cavuwm.com
Where does Cory DenHerder work?
Cory DenHerder is an investment adviser representative registered through Cavu Wealth Management Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Cory DenHerder a financial advisor?
Yes. Cory DenHerder has a current investment-adviser registration in California and Idaho, through CAVU Wealth Management since January 2019.
How many years of experience does Cory DenHerder have?
Cory DenHerder has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Cory DenHerder passed?
Cory DenHerder passed the Series 65 in October 2017.
Where is Cory DenHerder based?
Cory DenHerder’s registered office is in Lakeside, CA.
Is Cory DenHerder registered with FINRA?
No. Cory DenHerder has no current broker registration.
Is Cory DenHerder a CFP?
CAVU Wealth Management lists Cory DenHerder with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Cory DenHerder’s record?
Search CRD 6783964 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory DenHerder’s full registration record.
