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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CERRO PACIFIC WEALTH ADVISORS, LLC

CRD 310825

SAN LUIS OBISPO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ca4a6a3-ca3f-3e5b-7118-8e2e2dc25169

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 0
Observed: Sep 16, 2020 to Jun 30, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $532MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $532M
Private client RAUM: $424MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 713
Individual clients: 112
High net worth clients: 121
Custody, client assets: $343M
SEC number: 801-119640
CRD: 310825
Filings on the tape: 16
First filed: Sep 16, 2020
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LYLE LINDSAY MEEK	n/a	SAN LUIS OBISPO, CA	5	42	2	no
DANIEL KEITH SPEIRS	n/a	SAN LUIS OBISPO, CA	5	24	2	no
BRIANNA MARIE FERGUSON	Certified Financial Planner	SAN LUIS OBISPO, CA	5	13	3	no
TIMOTHY J REYNA	Certified Financial Planner	SAN LUIS OBISPO, CA	2	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHESINI, JENNIFER, LYNN	MANAGING MEMBER	B	yes	10/2020	Sep 16, 2020	Sep 17, 2024
MEEK, LYLE, LINDSAY	MANAGING MEMBER	C	yes	10/2020	Sep 16, 2020	Sep 17, 2024
REYNA, TIMOTHY, J	CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Sep 17, 2024	Sep 17, 2024
SPEIRS, DANIEL, KEITH	MANAGING MEMBER	D	yes	10/2020	Sep 16, 2020	Sep 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 13, 2026	$532M	$532M	6	4	n/a	n/a
2024	Mar 7, 2025	$558M	$558M	6	6	n/a	n/a
2023	Mar 21, 2024	$441M	$441M	5	5	n/a	n/a
2022	Mar 17, 2023	$351M	$351M	5	3	n/a	n/a
2021	Mar 23, 2022	$347M	$347M	5	5	n/a	n/a
2020	Feb 12, 2021	$385M	$385M	5	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	50.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$532M	$558M	-4.7%	$351M	14.8%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAN LUIS WEALTH ADVISORS	2	Oct 3, 2025	Sep 3, 2025	SAN LUIS OBISPO, CA	Team lift out	RIA to RIA	33.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	3	Oct 26, 2020	Oct 16, 2020	SAN LUIS OBISPO, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (6)

← TIMOTHY J REYNAAdvisorregistration: current employment
Apr 18, 2024 to presentfactForm ADV
← LYLE LINDSAY MEEKAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← DANIEL KEITH SPEIRSAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← BRIANNA MARIE FERGUSONAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← JENNIFER LYNN CHESINIAdvisorregistration: previous registration
Oct 16, 2020 to Oct 3, 2025factForm ADV
← Meredith Karman CollinsAdvisorregistration: previous registration
Oct 19, 2020 to Oct 3, 2025factForm ADV

Moved with (2)

→ SAN LUIS WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Oct 3, 2025 to Sep 3, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser3 advisors, team lift out, same day
Oct 26, 2020 to Oct 16, 2020factForm ADV

Controls (4)

← MEEK, LYLE, LINDSAYOwnerMANAGING MEMBER, ownership code C, individual
Sep 16, 2020 to Sep 17, 2024factForm ADV
← SPEIRS, DANIEL, KEITHOwnerMANAGING MEMBER, ownership code D, individual
Sep 16, 2020 to Sep 17, 2024factForm ADV
← CHESINI, JENNIFER, LYNNOwnerMANAGING MEMBER, ownership code B, individual
Sep 16, 2020 to Sep 17, 2024factForm ADV
← REYNA, TIMOTHY, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 17, 2024 to Sep 17, 2024factForm ADV

Dated events

Occurred
Oct 3, 2025
Team lift-out
2 advisors left Cerro Pacific Wealth Advisors, LLC (San Luis Obispo, CA) for San Luis Wealth Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 3, 2025
Advisor changed firm
Meredith Karman Collins left Cerro Pacific Wealth Advisors, Llc for San Luis Wealth Advisors (registered 2025-09-03)
Form ADVobserved 5 days ago
Occurred
Oct 3, 2025
Advisor changed firm
Jennifer Lynn Chesini left Cerro Pacific Wealth Advisors, Llc for San Luis Wealth Advisors (registered 2025-09-02)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2025
Regulatory AUM changed
Cerro Pacific Wealth Advisors, Llc reported RAUM $558.1M, up 26% from $441.4M (2025-02-19 to 2025-03-07)
Form ADVobserved 5 days ago
$117M
Occurred
Sep 17, 2024
Control person joined
J Timothy Reyna (Chief Compliance Officer) appeared on Schedule A of Cerro Pacific Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Sep 16, 2020
First Form ADV filing
Placeholder Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ca4a6a3-ca3f-3e5b-7118-8e2e2dc25169
First observed: Sep 16, 2020
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CERRO PACIFIC WEALTH ADVISORS, LLC

CRD 310825

SAN LUIS OBISPO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ca4a6a3-ca3f-3e5b-7118-8e2e2dc25169

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYLE LINDSAY MEEK

n/a

SAN LUIS OBISPO, CA

DANIEL KEITH SPEIRS

n/a

SAN LUIS OBISPO, CA

BRIANNA MARIE FERGUSON

Certified Financial Planner

SAN LUIS OBISPO, CA

TIMOTHY J REYNA

Certified Financial Planner

SAN LUIS OBISPO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHESINI, JENNIFER, LYNN

MANAGING MEMBER

yes

10/2020

Sep 16, 2020

Sep 17, 2024

MEEK, LYLE, LINDSAY

MANAGING MEMBER

yes

10/2020

Sep 16, 2020

Sep 17, 2024

REYNA, TIMOTHY, J

CHIEF COMPLIANCE OFFICER

yes

07/2024

Sep 17, 2024

SPEIRS, DANIEL, KEITH

MANAGING MEMBER

yes

10/2020

Sep 16, 2020

Sep 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 13, 2026

$532M

n/a

2024

Mar 7, 2025

$558M

n/a

2023

Mar 21, 2024

$441M

n/a

2022

Mar 17, 2023

$351M

n/a

2021

Mar 23, 2022

$347M

n/a

2020

Feb 12, 2021

$385M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$532M

$558M

-4.7%

$351M

14.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAN LUIS WEALTH ADVISORS

Oct 3, 2025

Sep 3, 2025

SAN LUIS OBISPO, CA

Team lift out

RIA to RIA

33.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Oct 26, 2020

Oct 16, 2020

SAN LUIS OBISPO, CA

Team lift out

Wirehouse to new firm

0.0%