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| Keyboard |
| Zermatt Wealth Partners LLC
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|---|---|
| CRD # | 105736 |
| SEC # | 801-17502 |
| CIK # | |
| AUM | 158.4 M (2026-06-17) |
| 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) | 124 | 24.3 |
| (b) Individuals (high net worth individuals) | 85 | 128.9 |
| (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 | 1 | 0.9 |
| (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 | 1 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 531 | 158.4 |
| By Discretionary | ||
| Discretionary | 531 | 158.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 531 | 158.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.4 | |
| Total | 531 | 158.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Altar Rock LLC
✚
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158.7 M | |
|
Private Financial Management LLC
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|
158.7 M | |
|
Advisory Advocates LLC
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|
MI | 158.6 M |
|
Starr-Mathews Financial LLC
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|
GA | 158.6 M |
|
Sonoma Private Wealth LLC
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|
CA | 158.5 M |
|
Aim Advisors LLC
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|
NC | 158.2 M |
|
Graetz Wealth LLC
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|
MI | 158.2 M |
|
The Eideard Group LLC
✚
|
NH | 158.1 M |
|
RG Financial LLC
✚
|
CA | 158.1 M |
|
Perspective Wealth Advisors LLC
✚
|
CO | 158.0 M |