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CERDA MUNOZ ADVISORS, INC

WHITTIER, CA · CRD 170784 · IAPD ↗ · 562-222-4525

$265.7MRegulatory AUM
3Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CERDA MUNOZ ADVISORS, INC reported RAUM up 27% ($209.2M -> $265.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.