CRD: 105736
Zermatt Wealth Partners
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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-18-1982
- Office Locations
- 3
Office Locations
About Zermatt Wealth Partners
Zermatt Wealth Partners is a San Diego-based RIA serving high-net-worth families, business owners, and retirees with wealth management and financial planning grounded in a deep analytical framework. The firm supports estate/legacy and insurance needs alongside portfolio construction and active asset allocation across ETFs, public markets, and select alternatives. Operates with a distributed, multi-location team; custody includes Charles Schwab.
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Technology
Owner & Executives
LOUIS DAVID DWORSKY
Chief Executive Officer
- CRD
- #1689624
- Ownership
- Less than 5%
David Scott Harris
President
- CRD
- #1250257
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Austin Joseph Griffie
Senior Wealth Partner
- CRD
- #7020479
ANDREW MARSHALL JENSEN
Senior Wealth Advisor & Director of Alternative Investments
- CRD
- #5697041
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,362,396 | $298,234 |
| Non-Discretionary | $0 | -- |
| Total | $158,362,396 | $298,234 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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