CERRO PACIFIC WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$531,612,070
Discretionary
$531,612,070
Non-discretionary
$0
Firm details
- CRD number
- 310825
- SEC file number
- 801-119640
- Main office
- SAN LUIS OBISPO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.