Zermatt Wealth Partners
Zermatt Wealth Partners is an SEC-registered mass-market adviser in San Diego, CA with $158.4M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Zermatt Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105736, SEC 801-17502, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $158.4M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 211
- CRD
- 105736
- Ownership
- WHEELER, PETER, RYDER; WHEELER, MARY, MARGARET; FROST, KENNETH, GROVER; WHITE, DAVID, PHIPPS; DWORSKY, LOUIS, DAVID
How much AUM does Zermatt Wealth Partners have?
Zermatt Wealth Partners reported $158.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Zermatt Wealth Partners?
Disclosed owners and executives of Zermatt Wealth Partners include WHEELER, PETER, RYDER, WHEELER, MARY, MARGARET, FROST, KENNETH, GROVER, WHITE, DAVID, PHIPPS, DWORSKY, LOUIS, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.