| Name | Title | Ownership | Since |
|---|---|---|---|
| Louis David Dworsky Control | Ceo & Chief Compliance Officer | Under 5% | 2020 |
| Zermatt Holdings, LLC Control | Owner | Over 75% | 2020 |
| Louis David Dworsky Control | Partner | 25-50% | 2018 |
Zermatt Wealth Partners LLC reports $116 million in regulatory assets under management on its Form ADV.
Zermatt Wealth Partners LLC reports 6 employees.
Zermatt Wealth Partners LLC is based in San Diego, CA and has been SEC-registered since 1982.
Zermatt Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2251 San Diego Ave., Suite B-257, San Diego, CA 92110 |
| Phone | 619-491-0225 |
| Fax | 619-491-0229 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $80.6M |
| Non-discretionary | $35.4M |
| Total (RAUM) | $116M |