|
⚲
|
| Keyboard |
| Cerda Munoz Advisors Inc
✚
|
|
|---|---|
| CRD # | 170784 |
| SEC # | 801-122069 |
| CIK # | |
| AUM | 265.7 M (2026-03-31) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 562-222-4525 |
| Address | 7720 Painter Ave Whittier, CA 90602 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 537 | 132.0 |
| (b) Individuals (high net worth individuals) | 122 | 129.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 902 | 265.7 |
| By Discretionary | ||
| Discretionary | 495 | 155.5 |
| Non-Discretionary | 407 | 110.1 |
| Total | 902 | 265.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.7 | |
| Total | 902 | 265.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harbour Wealth Management Group Inc
✚
|
SC | 266.2 M |
|
Wisniewski Wealth Management LLC
✚
|
TX | 266.1 M |
|
Tassel Capital Management Inc
✚
|
NC | 266.0 M |
|
Bernzott Capital Advisors
✚
|
CA | 265.4 M |
|
Spraker West Wealth Management Inc
✚
|
FL | 265.3 M |
|
The DALA Group LLC
✚
|
IL | 265.2 M |
|
Bright Wealth Management LLC
✚
|
TX | 265.0 M |
|
Innova Advisors LLC
✚
|
FL | 264.8 M |
|
TRU Independence Asset Management 2 LLC
✚
|
OR | 264.7 M |
|
Evergreen Private Wealth LLC
✚
|
CO | 264.7 M |