CERRO PACIFIC WEALTH ADVISORS, LLC
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
FINTRXOverview
Cerro Pacific Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves both individual/family clients and institutional accounts, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related work, and the selection of outside managers — the last reflecting its role as a capital allocator. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities32%
- US Government Bonds10%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
Contacts
3 of 6TIMOTHY REYNA
Investment ProfessionalCRD 7141293
BRIANNA FERGUSON
Financial AdvisorCRD 5998189
Meredith Collins
Senior Client AssociateCRD 6268908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$261M in ETFs
64%
$168M
32%
$93.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $28.3M | 49,061 | 10.85% |
Location
SAN LUIS OBISPO, CA
SAN LUIS OBISPO
Location
SAN LUIS OBISPO, CA
Headquartered in SAN LUIS OBISPO, CA, in the West of the United States.
- Region
- West
- County
- SAN LUIS OBISPO
- Address
- 733 Marsh St
- Time zone
- PT (UTC-8)
- Office locations
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