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CERRO PACIFIC WEALTH ADVISORS, LLC
CRD 310825 · SEC 801-119640
733 MARSH ST., SUITE #110, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-457-3300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$531.6M
Discretionary AUM
$531.6M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $37.6M |
| High net worth individuals | 121 | $386.6M |
| Pension/profit sharing plans | 10 | $18.1M |
| Charitable organizations | 2 | $2.4M |
| Corporations/business entities | 7 | $70.7M |
States served
AZ, CA, LA, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD