Cerro Pacific Wealth Advisors, LLC
● SEC registered since 2020CRD 310825SEC# 801-119640San Luis Obispo, CA
Reg. AUM
$531.6M
Employees
6
Accounts
713
Location
San Luis Obispo, CA
Cerro Pacific Wealth Advisors, LLC assets under management
Cerro Pacific Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in San Luis Obispo, CA. The firm has been registered since 2020. It reports $531.6 million in regulatory assets under management and employs 6 people.
Cerro Pacific Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cpwa LLC Control | Holding Company | Over 75% | 2025 |
| Timothy J Reyna Control | Chief Compliance Officer | Under 5% | 2024 |
| Daniel Keith Speirs Control | Member | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Cerro Pacific Wealth Advisors, LLC manage?
Cerro Pacific Wealth Advisors, LLC reports $531.6 million in regulatory assets under management on its Form ADV.
How many employees does Cerro Pacific Wealth Advisors, LLC have?
Cerro Pacific Wealth Advisors, LLC reports 6 employees.
Where is Cerro Pacific Wealth Advisors, LLC located?
Cerro Pacific Wealth Advisors, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2020.
Does Cerro Pacific Wealth Advisors, LLC disclose fund performance?
Cerro Pacific Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 733 Marsh St., Suite #110, San Luis Obispo, CA 93401 |
| Phone | 805-457-3300 |
| Office hours | 7 a.m. - 3 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$531.6M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$531.6Mregulatory AUM
Discretionary $531.6M