ZERMATT WEALTH PARTNERS LLC

ZERMATT WEALTH PARTNERS
SAN DIEGO, California·6 registered advisors·CRD# 105736
SEC# 801-175021619-491-0225
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at ZERMATT WEALTH PARTNERS LLC

6 registered advisors
David Phipps White
SAN DIEGO, California
Kenneth Grover Frost
SAN DIEGO, California
Mary Margaret Wheeler
SAN DIEGO, California
Michael Lee Hudson
SAN DIEGO, California
Peter Ryder Wheeler
SAN DIEGO, California
Ralph Thomas Mayes
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
6 advisors

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Data sourced from SEC Form ADV filings. ZERMATT WEALTH PARTNERS LLC (CRD# 105736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.