Unclaimed Profile

Michael Lee Hudson

ZERMATT WEALTH PARTNERS LLC·SAN DIEGO, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 6524 years registeredZERMATT WEALTH PARTNERS LLC

3170 FOURTH AVENUE, SAN DIEGO, CA 92103-6514CRD# 2476619Firm CRD# 105736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lee Hudson · SAN DIEGO, CA

Registration

CRD #2476619 · ZERMATT WEALTH PARTNERS LLC · 24 years registered

Brand Profile

Not yet started

Career History

FARTHER

May 2024 – present

ZERMATT WEALTH PARTNERS

Sep 2021 – May 2024

Wilmington, NC

WFA WEALTH MANAGERS

Jul 2021 – Aug 2021

Wilmington, NC

HAYDEN ROYAL

Aug 2020 – Jul 2021

Wilmington, NC

HAYDEN ROYAL

May 2020 – Jun 2020

Wilmington, NC

RS WEALTH MANAGEMENT, LLC

Jan 2012 – Aug 2020

WRIGHTSVILLE BEACH, NC

RS WEALTH MANAGEMENT, LLC

Jan 2011 – Dec 2011

WRIGHTSVILLE BEACH, NC

LPL FINANCIAL CORPORATION

Dec 2001 – Dec 2010

WRIGHTSVILLE BEACH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ZERMATT WEALTH PARTNERS LLC

CRD 105736 · SEC 801-17502

AUM

$150M

Regulatory assets under management

Employees

581 client accounts

Services offered by ZERMATT WEALTH PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZERMATT WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Lee Hudson offer?

Michael Lee Hudson specializes in Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Michael Lee Hudson's credentials?

Michael Lee Hudson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lee Hudson located?

Michael Lee Hudson is based in SAN DIEGO, California, working with ZERMATT WEALTH PARTNERS LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Michael Lee Hudson charge for services?

Michael Lee Hudson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZERMATT WEALTH PARTNERS LLC?

ZERMATT WEALTH PARTNERS LLC has approximately 7 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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