ZERMATT WEALTH PARTNERS LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 105736). Regulatory assets under management: $158.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |