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ZERMATT WEALTH PARTNERS
ZERMATT WEALTH PARTNERS LLC
CRD 105736 · SEC 801-17502
2251 SAN DIEGO AVE., SUITE B-257, SAN DIEGO, CA, 92110, United States
Phone
619-491-0225
Fax
619-491-0229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.4M
Discretionary AUM
$158.4M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $24.3M |
| High net worth individuals | 85 | $128.9M |
| Pension/profit sharing plans | 1 | $915K |
| Corporations/business entities | 1 | $4.3M |
States served
CA, GA, NC, OH, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD