Cerda Munoz Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Whittier, CA. Its latest Form ADV filing, dated March 31, 2026, reports $266M in regulatory assets under management, 7 employees, 1 office, and 902 accounts.
Assets Under Management
$266M
Employees
7
Offices
1 office
Total Clients
675
Primary office
WHITTIER, CA
7720 PAINTER AVE, SUITE A, WHITTIER, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
537
2
HNWI
18.1%
122
3
Pension Plans
1.2%
8
4
Corporations
1.2%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$266Mas of March 31, 2026
Discretionary58.5%
$156M
59% of total RAUM58.5%
Non-discretionary41.5%
$110M
41% of total RAUM41.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$266M
Total Accounts902
10Y AUM Change+$122M (+85.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee96:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.