# CERRO PACIFIC WEALTH ADVISORS, LLC

CERRO PACIFIC WEALTH ADVISORS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 310825
- Type: SEC-registered investment adviser
- SEC file number: 801-119640
- Location: 733 MARSH ST., SUITE #110, SAN LUIS OBISPO, CA, 93401
- Phone: 805-457-3300
- Latest filing: 2026-06-30
- Regulatory AUM: $531.6M
- Discretionary AUM: $531.6M
- Clients: 6
- Accounts: 713

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310825/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310825/similar
- Related entities: https://search.stillhousedata.com/firm/310825/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310825

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.