Zermatt Wealth Partners LLC
● SEC registered since 1982CRD 105736SEC# 801-17502San Diego, CA
Reg. AUM
$158.4M
Employees
6
Accounts
531
Location
San Diego, CA
Zermatt Wealth Partners LLC assets under management
Zermatt Wealth Partners LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1982. It reports $158.4 million in regulatory assets under management and employs 6 people.
Zermatt Wealth Partners LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Phipps White Control | Chief Compliance Officer | Under 5% | 2026 |
| David Scott Harris Control | President | Under 5% | 2025 |
| Louis David Dworsky Control | Ceo | Under 5% | 2020 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Zermatt Wealth Partners LLC manage?
Zermatt Wealth Partners LLC reports $158.4 million in regulatory assets under management on its Form ADV.
How many employees does Zermatt Wealth Partners LLC have?
Zermatt Wealth Partners LLC reports 6 employees.
Where is Zermatt Wealth Partners LLC located?
Zermatt Wealth Partners LLC is based in San Diego, CA and has been SEC-registered since 1982.
Does Zermatt Wealth Partners LLC disclose fund performance?
Zermatt Wealth Partners 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 |
| Fax | 619-491-0229 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.4M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$158.4Mregulatory AUM
Discretionary $158.4M