Zermatt Wealth Partners

Zermatt Wealth Partners (CRD# 105736) is a financial advisory firm headquartered in San Diego, CA. They manage $83,335,393 in 504 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $165,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, OH, SC, TX, VA

Financial Advisors at Zermatt Wealth Partners
Showing 1 - 7 of 7 top financial advisors.
1
Joseph P. Arce
CRD#: 3119142
3170 Fourth Avenue, Third Floor, San Diego, CA 92103

Joseph Arce (CRD# 3119142) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 23 years of experience in the finance industry.

2
Louis D. Dworsky
CRD#: 1689624
3170 Fourth Avenue, Third Floor, San Diego, CA 92103

Louis Dworsky (CRD# 1689624) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 34 years of experience in the finance industry.

3
Brian P. Fleming
CRD#: 2671122
3170 Fourth Avenue, Third Floor, San Diego, CA 92103

Brian Fleming (CRD# 2671122) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 26 years of experience in the finance industry.

4
Kenneth G. Frost
CRD#: 1458671
2665 Fourth Avenue, San Diego, CA 92103

Kenneth Frost (CRD# 1458671) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has 1 year of experience in the finance industry.

5
Michael L. Hudson
CRD#: 2476619
1427 Military Cutoff Rd Suite 206, Wilmington, NC 28403

Michael Hudson (CRD# 2476619) is an Investment Advisor Representative working at RS Wealth Management, LLC in Wrightsville Beach, NC and has over 22 years of experience in the finance industry.

6
David P. White
CRD#: 1027468
3170 Fourth Avenue, Third Floor, San Diego, CA 92103

David White (CRD# 1027468) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 39 years of experience in the finance industry.

7
Andrew M. Jensen
CRD#: 5697041
3170 Fourth Avenue, Third Floor, San Diego, CA 92103

Andrew Jensen (CRD# 5697041) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 12 years of experience in the finance industry.

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