CERRO PACIFIC WEALTH ADVISORS, LLC
CRD #310825 SEC #801-119640 SAN LUIS OBISPO, CA 805-457-3300
SEC Registered
Total AUM
$558.1M
Discretionary
$558.1M
Employees
4
Clients
26
Accounts
846
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $558.1M | $558.1M | $0 | 4 | 0 |
| Mar 2025 | $558.1M | $558.1M | $0 | 6 | 0 |
| Feb 2025 | $441.4M | $441.4M | $0 | 5 | 0 |
| Feb 2025 | $441.4M | $441.4M | $0 | 5 | 0 |
| Sep 2024 | $441.4M | $441.4M | $0 | 5 | 0 |
| Mar 2024 | $441.4M | $441.4M | $0 | 5 | 0 |
| Mar 2023 | $351.3M | $351.3M | $0 | 5 | 0 |
| Mar 2022 | $346.7M | $346.7M | $0 | 5 | 0 |
| Aug 2021 | $384.8M | $384.8M | $0 | 5 | 0 |
| Feb 2021 | $384.8M | $384.8M | $0 | 5 | 0 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$558.1M
Discretionary$558.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$558.1M
Discretionary$558.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$441.4M
Discretionary$441.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$441.4M
Discretionary$441.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$441.4M
Discretionary$441.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$441.4M
Discretionary$441.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$351.3M
Discretionary$351.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$346.7M
Discretionary$346.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$384.8M
Discretionary$384.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$384.8M
Discretionary$384.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0