Zermatt Wealth, LLC
● SEC registered since 2020CRD 307404SEC# 801-118131San Diego, CA
Reg. AUM
$206.9M
Employees
5
Accounts
457
Location
San Diego, CA
Zermatt Wealth, LLC assets under management
Zermatt Wealth, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2020. It reports $206.9 million in regulatory assets under management and employs 5 people.
Zermatt Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Phipps White Control | Chief Compliance Officer | Under 5% | 2026 |
| Louis David Dworsky Control | Ceo | Under 5% | 2020 |
| Zermatt Holdings, LLC Control | Owner | Over 75% | 2020 |
| Louis David Dworsky Control | Member | 25-50% | 2018 |
| Meyer Edwin Dworsky Control | Member | 25-50% | 2018 |
Frequently asked questions
How much does Zermatt Wealth, LLC manage?
Zermatt Wealth, LLC reports $206.9 million in regulatory assets under management on its Form ADV.
How many employees does Zermatt Wealth, LLC have?
Zermatt Wealth, LLC reports 5 employees.
Where is Zermatt Wealth, LLC located?
Zermatt Wealth, LLC is based in San Diego, CA and has been SEC-registered since 2020.
Does Zermatt Wealth, LLC disclose fund performance?
Zermatt Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2251 San Diego Ave, Suite B-257, San Diego, CA 92110 |
| Phone | (619) 491-0225 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1821407 |
| Discloses disciplinary history | No |
Regulatory AUM
$206.9M▲ 20%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$206.9Mregulatory AUM
Discretionary $176.7MNon-discretionary $30.2M