Dakota
Dakota
Book a Demo
Talk to an Expert

Cerro Pacific Wealth Advisors

EST. AUM
$531,612,070

CONTACTS
5

CLIENT ACCOUNTS
713

Firm Details

Metro area Los Angeles
CRD Number 310825
Website cerrowealth.com
Client types

Overview

Cerro Pacific Wealth Advisors is an SEC-registered investment adviser located in California. The firm and its representatives adhere to the filing requirements of the states in which they have clients. They are authorized to conduct business only in states where they are registered or exempt. The company's website provides general information about their advisory services, investment-related content, publications, and links. It is not intended as a solicitation for securities transactions or personalized investment advice for compensation. Any testimonials and endorsements featured on the website come from current or former clients and are not compensated, with no conflicts of interest involved.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy