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Building 2CERRO PACIFIC WEALTH ADVISORS, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-457-3300
NotebookSEC #801-119640
Total AUM
$531.6M
Employees
6
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
733 MARSH ST.
SUITE #110
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
7 AM - 3 PM
Monday - Friday
Phone
805-457-3300

ReceiptFinancials

Total AUM
$531.6M
Accounts
713
Discretionary
$531.6M
Accounts
713
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$37.6M
HNW Individual Clients
121
AUM
$386.6M
Pension/Profit Sharing Plan Clients
10
AUM
$18.1M
Charitable Organization Clients
2
AUM
$2.4M
Corporation or Business Clients
7
AUM
$70.7M
Other Clients
2
AUM
$16.3M
Description of Other Clients
SUB-ADVISOR FOR PROFESSIONAL FIDUCIARY AGENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANHORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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