Cerro Pacific Wealth Advisors, LLC

CRD 310825 · San Luis Obispo, CA · $531.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 310825
SEC number: 801-119640
Firm type: RIA
Assets under management: $531.6M as of Jun 30, 2026
Website: www.linkedin.com/company/cerrowealth ↗
Phone: 805-457-3300
Address: 733 Marsh St., San Luis Obispo, CA, 93401

Advisors at this firm

4 in our index · page 1 of 1

Brianna Marie FergusonCRD 5998189 · San Luis Obispo, CA

IA RegisteredRegistration inactive
Lyle Lindsay MeekCRD 1214477 · San Luis Obispo, CA

IA RegisteredRegistration inactive
Timothy J ReynaCRD 7141293 · San Luis Obispo, CA

IA RegisteredRegistration inactive
Daniel Keith SpeirsCRD 2170094 · San Luis Obispo, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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