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| Happy Holidays!! thanks for using AUM13F!! |
| Zermatt Wealth Partners LLC
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|---|---|
| CRD # | 105736 |
| SEC # | 801-17502 |
| CIK # | |
| AUM | $116.0 M (2025-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 619-491-0225 |
| Address | 2251 San Diego Ave San Diego, CA 92110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 11.2 |
| (b) Individuals (high net worth individuals) | 35 | 71.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 33.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 254 | 116.0 |
| By Discretionary | ||
| Discretionary | 237 | 80.6 |
| Non-Discretionary | 17 | 35.4 |
| Total | 254 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 254 | 116.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Colton Wealth Management
✚
|
CA | 0.1 |
|
Teplitz Financial Group LLC
✚
|
NJ | 0.1 |
|
Shea Brian Michael
✚
|
0.1 | |
|
M & A Consulting Group LLC
✚
|
TX | 0.1 |
|
Williams and Schiller Wealth Management LLC
✚
|
ID | 0.1 |
|
McGuire Capital Advisors Inc
✚
|
OK | 0.1 |
|
Prospettiva Financial LLC
✚
|
CA | 0.1 |
|
Altamira Financial Group LLC
✚
|
NM | 0.1 |
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Champion Advisors LLC
✚
|
TX | 0.1 |