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| Cerro Pacific Wealth Advisors LLC
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|---|---|
| CRD # | 310825 |
| SEC # | 801-119640 |
| CIK # | 0001842669 |
| AUM | 531.6 M (2026-06-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 805-457-3300 |
| Address | 733 Marsh St San Luis Obispo, CA 93401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.7 | ||
| Nvidia Corp | 16.3 | ||
| Microsoft Corp | 7.3 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| Seagate Technology PLC | 6.7 | ||
| KLA Tencor Corp | 5.7 | ||
| Chevron Corp | 5.4 | ||
| Broadcom Inc | 5.0 | ||
| Alphabet Inc | 4.4 | ||
| Lilly Eli & Co | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 37.6 |
| (b) Individuals (high net worth individuals) | 121 | 386.6 |
| (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 | 10 | 18.1 |
| (h) Charitable organizations | 2 | 2.4 |
| (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 | 7 | 70.7 |
| (n) Other | 2 | 16.3 |
| Total | 713 | 531.6 |
| By Discretionary | ||
| Discretionary | 713 | 531.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 531.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 531.6 | |
| Total | 713 | 531.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842669] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Argonautica Private Wealth Management Inc
✚
|
MA | 532.9 M |
|
Brophy Wealth Management LLC
✚
|
NH | 532.5 M |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 532.3 M |
|
Elevated Financial Group LLC
✚
|
IN | 532.0 M |
|
Monument Capital Management LLC
✚
|
VA | 531.7 M |
|
XXI Wealth LLC
✚
|
IL | 531.5 M |
|
Ceeto Capital Group LLC
✚
|
FL | 531.4 M |
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |
|
Santa Barbara Mgmt LLC
✚
|
IL | 530.2 M |
|
Matheson & Rock Wealth Management LLC
✚
|
IA | 530.0 M |