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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REYNA, TIMOTHY, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNA, TIMOTHY, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNA, TIMOTHY, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNA, TIMOTHY, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REYNA, TIMOTHY, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | MANAGING MEMBER | D | Control |
| SPEIRS, DANIEL, KEITH | I | FOUNDING PARTNER | D | Control |
| SPEIRS, DANIEL, KEITH | I | FOUNDING PARTNER | D | Control |
| SPEIRS, DANIEL, KEITH | I | FOUNDING PARTNER | D | Control |
| SPEIRS, DANIEL, KEITH | I | FOUNDING PARTNER | D | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| MEEK, LYLE, LINDSAY | I | MANAGING MEMBER | C | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER | B | Control |
| CHESINI, JENNIFER, LYNN | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (7)
AZ CA IL LA NH OR TX
Address
733 MARSH ST.SUITE #110
SAN LUIS OBISPO, CA 93401
United States
Phone: 805-457-3300