Cerro Pacific Wealth Advisors, Llc
- Regulatory AUM
- $532M
- Discretionary
- $532M
- Clients
- 254
- Avg AUM / client
- $2.1M
- Accounts
- 713
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $37.6M | 7.07% |
| High net worth individuals | 121 | $387M | 72.7% |
| Pension and profit sharing plans | 10 | $18.1M | 3.41% |
| Charitable organizations | 2 | $2.4M | 0.44% |
| Corporations and other businesses | 7 | $70.7M | 13.3% |
| Other | 2 | $16.3M | 3.06% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Keith Speirs | Managing Member | Oct 2020 (6y) | 50% – 75% | |
| Jennifer Lynn Chesini | Managing Member | CFP | Oct 2020 (6y) | 10% – 25% |
| Lyle Lindsay Meek | Managing Member | Oct 2020 (6y) | 25% – 50% | |
| Timothy J Reyna | Chief Compliance Officer | CFP | Apr 2024 (2y) | Less than 5% |
| Brianna Marie Ferguson | Registered representative | CFP | Oct 2020 (6y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $549M (98% of AUM) Oct 2025
- National Financial Services (Fidelity) $513M (96% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗