Cerro Pacific Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$424,123,939
Clients
233
Advisors
4
of 6 employees
About
Cerro Pacific Wealth Advisors provides comprehensive portfolio management, financial planning and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, employer-sponsored retirement plans and business entities. The firm acts primarily on a discretionary basis and reports managing approximately $531 million in client assets.
The firm combines multiple methods of analysis — including fundamental, quantitative, technical and cyclical approaches — and implements portfolios through strategic asset allocation, fixed‑income and alternative instruments as appropriate. It also uses third‑party managers and separately managed accounts, and employs a range of trading strategies (including options, margin, short sales, leveraged ETFs and structured products) when consistent with a client’s objectives, with regular monitoring and rebalancing.
What is distinctive about Cerro Pacific is the scale of assets managed relative to its compact advisory staff and its niche work with certain corporate clients, including reinsurance companies related to vehicle dealerships where it manages investments to a specified investment policy statement without administering claims. The firm also offers discretionary participant account management for held‑away defined contribution accounts via a third‑party platform (Pontera or similar) to rebalance participant allocations without taking custody, and discloses that some supervised persons hold notary licenses and will not charge clients for notary services to mitigate conflicts.
Client services
Expertise
Occupation focus
Fee options
Up to $3,500 maximum flat fee for financial planning and consulting services
$0 - $2,000,000: 1.00% $2,000,001 - $3,500,000: 0.85% $3,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Main office
733 Marsh St., Suite #110
San Luis Obispo CA 93401
Advisors at this office
4
Most active in
Arizona · California · Louisiana · New Hampshire · Oregon · Texas
Also doing business as
Cerro Pacific Wealth Advisors, LLC · Placeholder LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brianna F
CFP®, Series 66
San Luis Obispo, CA
Cerro Pacific Wealth Advisors, LLC
Brianna Ferguson is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Cerro Pacific Wealth Advisors, LLC since 2020 and previously worked at Central Coast Wealth Management and Commonwealth from 2016 to 2020. Outside of financial advising, she is a co-owner and CEO of a cattle ranch, managing its day-to-day operations. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm uses a blend of fundamental, quantitative, technical, and cyclical analyses, employing strategic asset allocation and various trading strategies tailored to clients’ objectives.
Daniel S
Series 66
San Luis Obispo, CA
Cerro Pacific Wealth Advisors, LLC
Daniel Speirs is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Cerro Pacific since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as co-trustee for two family accounts. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities. The firm manages approximately $531 million in client assets, employing a range of analytical methods and trading strategies tailored to client objectives.
Lyle M
Series 63, Series 65
San Luis Obispo, CA
Cerro Pacific Wealth Advisors, LLC
Lyle Meek is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Cerro Pacific in 2020. Outside of his advisory role, he serves as chair of the investment committee for the San Luis Coastal Education Foundation and is a board member of a local homeowners association and mutual water company. Cerro Pacific Wealth Advisors offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm employs a diverse range of analytical methods and investment strategies, including the use of third-party managers and specialized trading techniques, and serves niche corporate clients with tailored investment management solutions.
Timothy R
CFP®, Series 63, Series 66
San Luis Obispo, CA
Cerro Pacific Wealth Advisors, LLC
Timothy Reyna is a CFP® practitioner with six years of industry experience, currently advising at Cerro Pacific Wealth Advisors, LLC. Prior to joining Cerro Pacific, he worked at Schwab Wealth Advisory and Charles Schwab. Outside of his financial advisory role, he serves as a soccer referee for the Arizona State Referee Administration and the Arizona Interscholastic Association. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $531 million in client assets using a combination of fundamental, quantitative, technical, and cyclical investment approaches tailored to client objectives.
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