Unclaimed Profile

Peter Ryder Wheeler

WHEELER FROST ASSOCIATES INC·SAN DIEGO, California

Series 1, Series 24, Series 63Clean record29 years registeredWHEELER FROST ASSOCIATES INC

3170 FOURTH AVENUE, SAN DIEGO, CA 92103-6514CRD# 464559Firm CRD# 105736

Profile Verification

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

Identity

Peter Ryder Wheeler · SAN DIEGO, CA

Registration

CRD #464559 · WHEELER FROST ASSOCIATES INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHEELER FROST ASSOCIATES INC

SPRECKELS WEALTH MANAGEMENT

Jan 2023 – Mar 2023

San Diego, CA

INTEGRATED ADVISORS NETWORK LLC

Jan 2021 – Jun 2021

SAN DIEGO, CA

WFA WEALTH MANAGERS

Jul 1997 – Jan 2021

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Peter Ryder Wheeler offer?

Peter Ryder Wheeler specializes in Investment Management, Wealth Management.

What are Peter Ryder Wheeler's credentials?

Peter Ryder Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Ryder Wheeler located?

Peter Ryder Wheeler is based in SAN DIEGO, California, last registered with WHEELER FROST ASSOCIATES INC.

How does Peter Ryder Wheeler charge for services?

Peter Ryder Wheeler'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 WHEELER FROST ASSOCIATES INC?

WHEELER FROST ASSOCIATES INC 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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