Cerro Pacific Wealth Advisors, LLC

RIASEC Registered

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, SEC-registered investment adviser (registered in 2020) that works with both individual/family and institutional clients. The firm functions as a capital allocator, managing portfolios directly while also selecting third-party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Cerro Pacific does not identify as an active ESG investor.