Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Caviness Wealth Management
Multi family office in Dallas, United States; focus on real estate and climate.
Identity
- HEADQUARTERS
- Dallas, United States
Investment approach
Overview
Headquartered in Dallas, United States, the firm is listed as a multi family office. Sectors on record are real estate and climate. 2 people are named on its team.
People
- David CavinessCFP®, Founder · source
- Blake ThomasExecutive Assistant and Client Experience Specialist · source
Frequently asked questions
Caviness Wealth Management is a multi family office based in Dallas, the United States.
Caviness Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.
Caviness Wealth Management invests in Real Estate & PropTech and Climate & Energy.
Key people at Caviness Wealth Management include David Caviness (CFP®, Founder) and Blake Thomas (Executive Assistant and Client Experience Specialist).