Cerro Pacific Wealth Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$532M

Discretionary

$532M

100% of AUM

Avg account

$746K

Accounts

713

Employees

Advisory reps

Firm details

Headquarters: San Luis Obispo, California
CRD number: 310825
Registered since: October 16, 2020
Website: www.cerrowealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.71%
Corporations / Businesses13.3%
Individuals7.07%
Pension & Profit Sharing Plans3.41%
Other3.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cerro Pacific Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company. The firm serves both individual/family clients and institutional entities, and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and adviser-selection services. Its stated advisory capabilities include portfolio management for individuals and small businesses, management for business or institutional clients, pension consulting, and selection of external advisers. Fee arrangements include both percentage-of-AUM fees and fixed-fee engagements. Cerro Pacific does not identify as an active ESG investor and is not described as a multi-state adviser.