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ZERMATT WEALTH PARTNERS
2251 San Diego Ave.
Suite B-257
San Diego, California 92110
Tel: 619-491-0225
About ZERMATT WEALTH PARTNERS
ZERMATT WEALTH PARTNERS, formally registered with the SEC as ZERMATT WEALTH PARTNERS. The firm was established in 08/18/1982. They have over 2 offices throughout the country.
ZERMATT WEALTH PARTNERS is a San Diego, California based Financial Planning firm with nearly $149,992,356 assets under management, offering retirement planning & investment advisory services to 581 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105736 |
| SEC# | 801-17502 |
| Assets Managed by Firm | $149,992,356 |
| No. of Clients | 581 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 581 | $149,992,356 |
| Individuals (other than high net worth individuals) | 482 | $52,844,943 |
| High net worth individuals | 55 | $67,572,210 |
| Pension and profit sharing plans | 2 | $29,575,203 |
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