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Cerro Pacific Wealth Advisors
CERRO PACIFIC WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SAN LUIS OBISPO, CA, registered since 2020. The firm manages approximately $532...
Overview
CERRO PACIFIC WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SAN LUIS OBISPO, CA, registered since 2020. The firm manages approximately $532 million in assets. It has 6 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who oversees investment decisions at Cerro Pacific Wealth Advisors?
No named principals or investment personnel are publicly associated with the firm. Its SEC filing lists no identifiable executives or advisors. The absence of public information on its investment committee is notable.
What is the geographic focus of Cerro Pacific Wealth Advisors?
The firm is registered in the United States. Whether it operates from a single office or multiple locations is not disclosed. No international offices or global investment mandates are documented.
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