The CERRO PACIFIC WEALTH ADVISORS is a privately held investment adviser that advises $515.33mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CERRO PACIFIC WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 33.93% over the last 5-years.
The Group has been registered with the SEC for 5.79 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 733 MARSH ST. SUITE #110, SAN LUIS OBISPO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $515.33mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $386.55mn or 75.01% of Total Assets and Corporations or Other Businesses own $70.71mn or 13.72% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CERRO PACIFIC WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.