Be advised. This firm is no longer registered.

Cerda Wealth Management

Cerda Wealth Management (CRD# 166224) is a financial advisory firm headquartered in Downey, CA. They manage $26,112,500 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $170,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cerda Wealth Management
No Advisor Found.
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