Zermatt Wealth Partners

Zermatt Wealth Partners (CRD# 105736) is a financial advisory firm headquartered in San Diego, CA. They manage $94,071,590 in 301 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $312,530
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
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 25 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 36 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 28 years of experience in the finance industry.

4
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 41 years 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
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 13 years of experience in the finance industry.

7
Grant M. Sylvester
CRD#: 7826720
1427 Military Cottoff Rd Suite 206. Suite 1-b, Raleigh, NC 27604

Grant Sylvester (CRD# 7826720) is an Investment Advisor Representative working at Zermatt Wealth Partners in Raleigh, NC and has 1 year of experience in the finance industry.

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