Zermatt Wealth Partners

Hourly fees in San Diego, CA

SEC registeredNo commissions reported

Call (619) 491-0225 Send a message Map ↗

Public-record details

Address: 2251 San Diego Ave., Suite B-257, San Diego, CA 92110
Phone: (619) 491-0225
Listed under: Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Zermatt Wealth Partners LLC
CRD number: 105736
Registration: SEC registered since 1982-08-18
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $158.4 million
Accounts managed: 531
Clients reported (Form ADV 5.D): 211
Individual / high-net-worth clients: 124 / 85
Employees: 6
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-24

SEC registered investment adviser, CRD 105736, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 105736 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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