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Cpwa LLC

Holding CompanyCerro Pacific Wealth Advisors, LLC

About Cpwa LLC

Cpwa LLC is listed as Holding Company at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Cerro Pacific Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cpwa LLC work?

Cpwa LLC is listed as Holding Company at Cerro Pacific Wealth Advisors, LLC on SEC Form ADV.

How much of Cerro Pacific Wealth Advisors, LLC does Cpwa LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Cerro Pacific Wealth Advisors, LLC

TitleHolding Company
OwnershipOver 75%
Control personYes
Since2025