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CERDA MUNOZ ADVISORS, INC
CRD 170784File 801-122069
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$265.7M
Below cohort median (national)
Discretionary AUM
$155.5M
Non-discretionary $110.1M
Clients
675
902 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 13, 2021
- Principal office
- 7720 PAINTER AVE, SUITE A, WHITTIER, CA, 90602
- Phone
- 562-222-4525
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $265.7M
- Discretionary AUM
- $155.5M
- Non-discretionary AUM
- $110.1M
- Discretionary accounts
- 495
- Non-discretionary accounts
- 407
- Total accounts
- 902
- AUM per client
- $394K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $1.3M |
| High net worth individuals | 122 | $129.7M |
| Pension and profit sharing plans | 8 | $2.7M |
| Individuals (other than high net worth individuals) | 537 | $132.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.