CERRO PACIFIC WEALTH ADVISORS, LLC

733 Marsh St.
Suite #110
San Luis Obispo, California 93401
Tel: 805-457-3300

About CERRO PACIFIC WEALTH ADVISORS, LLC

CERRO PACIFIC WEALTH ADVISORS, LLC, formally registered with the SEC as CERRO PACIFIC WEALTH ADVISORS, LLC. The firm was established in 10/16/2020. They have over 1 offices throughout the country.

CERRO PACIFIC WEALTH ADVISORS, LLC is a San Luis Obispo, California based Financial Planning firm with nearly $441,389,232 assets under management, offering retirement planning & investment advisory services to 806 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310825
SEC#	801-119640
Assets Managed by Firm	$441,389,232
No. of Clients	806
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	806	$441,389,232
Individuals (other than high net worth individuals)	137	$41,658,301
High net worth individuals	122	$306,100,604
Pension and profit sharing plans	8	$13,555,623
Charitable organizations	Fewer than 5 clients	$690,624
Corporations or other businesses	10	$79,384,080

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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