CRD: 310825
Cerro Pacific Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-16-2020
- Office Locations
- 1
Office Locations
About Cerro Pacific Wealth Advisors, LLC
Cerro Pacific Wealth Advisors is a fee-only RIA providing investment management and holistic planning—retirement/IRA, estate planning strategies, and multi-generational financial planning—built around a straightforward, long-term, steady-growth philosophy. The firm also offers specialized auto dealer reinsurance portfolio services and a secure, tech-enabled client experience including a branded mobile app; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY J REYNA
Chief Compliance Officer, Financial Professional
- CRD
- #7141293
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
BRIANNA MARIE FERGUSON
Financial Planner
- CRD
- #5998189
LYLE LINDSAY MEEK
Financial Advisor, General Partner
- CRD
- #1214477
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,612,070 | $745,599 |
| Non-Discretionary | $0 | -- |
| Total | $531,612,070 | $745,599 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing