Overview
Assets Under Management: $158 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 85
Average Client Assets: $1.5 million
Frequently Asked Questions
ZERMATT WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105736), ZERMATT WEALTH PARTNERS is subject to fiduciary duty under federal law.
ZERMATT WEALTH PARTNERS is headquartered in SAN DIEGO, CA.
ZERMATT WEALTH PARTNERS serves 85 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ZERMATT WEALTH PARTNERS offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ZERMATT WEALTH PARTNERS manages $158 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ZERMATT WEALTH PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.37%
Average Client Assets: $1.5 million
Total Client Accounts: 531
Discretionary Accounts: 531
Regulatory Filings
CRD Number: 105736
Filing ID: 2076162
Last Filing Date: 2026-03-31 17:45:34