Cerro Pacific Wealth Advisors, LLC
Cerro Pacific Wealth Advisors, LLC is an SEC-registered wealth manager in San Luis Obispo, CA with $531.6M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Cerro Pacific Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310825, SEC 801-119640, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $531.6M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- San Luis Obispo, CA
- Employees
- 6
- Clients
- 254
- CRD
- 310825
- Ownership
- SPEIRS, DANIEL, KEITH; MEEK, LYLE, LINDSAY; CHESINI, JENNIFER, LYNN; REYNA, TIMOTHY, J; CPWA LLC
How much AUM does Cerro Pacific Wealth Advisors, LLC have?
Cerro Pacific Wealth Advisors, LLC reported $531.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Cerro Pacific Wealth Advisors, LLC?
Disclosed owners and executives of Cerro Pacific Wealth Advisors, LLC include SPEIRS, DANIEL, KEITH, MEEK, LYLE, LINDSAY, CHESINI, JENNIFER, LYNN, REYNA, TIMOTHY, J, CPWA LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.