CRD: 310825
Cerro Pacific Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 3, 2025 and June 30, 2026, reported AUM decreased 4.7%, from $558.1M to $531.6M.
Across 5 reported observations, AUM increased 53.3% between March 23, 2022 and June 30, 2026, from $346.7M to $531.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 254 clients, or 63.5 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on October 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cerro Pacific Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY J REYNA
Chief Compliance Officer, Financial Professional
- CRD
- #7141293
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Cerro Pacific Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.