Zermatt Wealth Partners

RIASEC RegisteredEst. 1982

Total AUM

$158M

Discretionary

$158M

100% of AUM

Avg account

$298K

Accounts

531

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 105736
Registered since: August 18, 1982
Website: zermattwealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.37%
Individuals15.37%
Corporations / Businesses2.68%
Pension & Profit Sharing Plans0.58%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Zermatt Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC since 1982. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements tied to assets under management as well as hourly and fixed-fee engagements. Its advisory services include discretionary portfolio management for individuals, small businesses and institutional clients, plus the selection of third‑party advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities53%
Public Funds/Mutual Funds37%
Non-Investment Grade Corp Bonds3%
Cash & Cash Equivalents3%
US Government Bonds2%

Contacts

3 of 5

David White
Senior Vice PresidentCRD 1027468
David Harris
PresidentCRD 1250257
Andrew Jensen
Senior Wealth Advisor & Director of Alternative InvestmentsCRD 5697041