SAN LUIS OBISPO, CACRD 310825Latest ADV April 13, 2026
Cerro Pacific Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Luis Obispo, CA. Its latest Form ADV filing, dated April 13, 2026, reports $532M in regulatory assets under management, 6 employees, and 713 accounts.
Assets Under Management
$532M
Employees
6
Offices
--
Total Clients
254
Primary office
SAN LUIS OBISPO, CA
733 MARSH ST., SUITE #110, SAN LUIS OBISPO, CA, United States
Top client segmentHNWI represent 47.6% of total clients.
Top client categories% of clientsClients
1
HNWI
47.6%
121
2
Individuals
44.1%
112
3
Pension Plans
3.9%
10
4
Corporations
2.8%
7
5
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of April 13, 2026
Discretionary100.0%
$532M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$532M
Total Accounts713
10Y AUM Change+$532M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee42:1
10Y Employee Change+3 (+100.0%)
* 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.