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CERRO PACIFIC WEALTH ADVISORS, LLC
CRD 310825File 801-119640
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$531.6M
Above cohort median (national)
Discretionary AUM
$531.6M
Clients
252
713 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 16, 2020
- Principal office
- 733 MARSH ST., SUITE #110, SAN LUIS OBISPO, CA, 93401
- Phone
- 805-457-3300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $531.6M
- Discretionary AUM
- $531.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 713
- Non-discretionary accounts
- 0
- Total accounts
- 713
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $70.7M |
| Charitable organizations | Fewer than 5 | $2.4M |
| High net worth individuals | 121 | $386.6M |
| Pension and profit sharing plans | 10 | $18.1M |
| Individuals (other than high net worth individuals) | 112 | $37.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 17, 2026 | Clients | 254 | 252 |
| 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.