LP Profile

Zermatt Wealth Partners

Also known as zermatt wealth

Wealth ManagerSan Diego, United StatesFounded 1982
$83M
Assets Under Management
San Diego
Headquarters
Investment Focus

About Zermatt Wealth Partners

ADVANCE WEALTH FOR TOMORROW, Striving to Advance Wealth for Tomorrow, through Sound Strategy Today. ADVANCE WEALTH FOR TOMORROW, THROUGH SOUND STRATEGY TODAY.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Zermatt Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$158.4M
Total Clients
531
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Zermatt Wealth Partners?

Zermatt Wealth Partners is a wealth manager based in San Diego, United States, managing approximately $83M in assets.

Where is Zermatt Wealth Partners headquartered?

Zermatt Wealth Partners is headquartered in San Diego, United States.

How much does Zermatt Wealth Partners manage?

Zermatt Wealth Partners manages approximately $83M in assets under management.

When was Zermatt Wealth Partners founded?

Zermatt Wealth Partners was founded in 1982.

How can I contact Zermatt Wealth Partners?

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