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).

Current Firm Details

3170 Fourth Avenue, Third Floor, San Diego, CA 92103-6514

https://www.zermattwealthpartners.com/

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

Registered Investment Advisor

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.

Joseph P. Arce

CRD#: 3119142

3170 Fourth Avenue, Third Floor, San Diego, CA 92103-6514

Joseph Arce (CRD# 3119142) is an Investment Advisor Representative working at Zermatt Wealth Partners in San Diego, CA and has over 24 years of experience in the finance industry.

Louis D. Dworsky

CRD#: 1689624

1427 Military Cuttoff Rd Suite 206, Wilmington, NC 28403

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

Brian P. Fleming

CRD#: 2671122

3170 Fourth Avenue, Third Floor, San Diego, CA 92103-6514

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.

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.

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.

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.

Andrew M. Jensen

CRD#: 5697041

3170 Fourth Avenue, Third Floor, San Diego, CA 92103-6514

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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