CERRO PACIFIC WEALTH ADVISORS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 310825). Regulatory assets under management: $531.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel Keith Speirs | FOUNDING PARTNER; MEMBER | — |
| Lyle Lindsay Meek | MANAGING MEMBER; MEMBER | — |
| Timothy J Reyna | CHIEF COMPLIANCE OFFICER | — |
| Jennifer Lynn Chesini | MANAGING MEMBER | — |
| CHESINI JENNIFER LYNN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SPEIRS DANIEL KEITH | MANAGING MEMBER | — |
| MEEK LYLE LINDSAY | MANAGING MEMBER | — |
| REYNA TIMOTHY J | CHIEF COMPLIANCE OFFICER | — |