# ZERMATT WEALTH PARTNERS LLC

ZERMATT WEALTH PARTNERS LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105736
- Type: SEC-registered investment adviser
- SEC file number: 801-17502
- Location: 2251 SAN DIEGO AVE., SUITE B-257, SAN DIEGO, CA, 92110
- Phone: 619-491-0225
- Latest filing: 2026-07-24
- Regulatory AUM: $158.4M
- Discretionary AUM: $158.4M
- Clients: 6
- Accounts: 531

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Louis David Dworsky | CEO; CEO & CHIEF COMPLIANCE OFFICER; PARTNER | — |
| Meyer Edwin Dworsky | PARTNER | — |
| Ralph Thomas Mayes | PARTNER | — |
| David Scott Harris | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| David Phipps White | CHIEF COMPLIANCE OFFICER | — |
| WHITE DAVID PHIPPS | VICE PRESIDENT | — |
| WHEELER PETER RYDER | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| WHEELER MARY MARGARET | CHIEF COMPLIANCE OFFICER; OWNER; SECRETARY | — |
| FROST KENNETH GROVER | CHIEF INVESTMENT OFFICER; VICE PRESIDENT | — |
| MAYES MICHAEL THOMAS | PARTNER | — |
| JOHNSON KERRY LOUISE | COO | — |
| DWORSKY LOUIS DAVID | CEO; CEO AND CCO; CEO & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ARCE JOSEPH PHILLIP | CCO AND COO; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | — |
| HUDSON WILLIAM LEE | CHIEF COMPLIANCE OFFICER | — |
| DWORSKY MEYER edwin | PARTNER | — |
| Dowell Alisha Perdue | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105736/similar
- Related entities: https://search.stillhousedata.com/firm/105736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105736

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.