Data / Investment advisers / California / Zermatt Wealth Partners
Zermatt Wealth Partners, San Diego, CA: $158 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Zermatt Wealth Partners is an SEC registered investment adviser with its main office in San Diego, California and reports $158 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Zermatt Wealth Partners (CRD number 105736): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 105736
- SEC file number
- 801-17502
- SEC status
- Approved, effective August 18, 1982
- Legal name
- Zermatt Wealth Partners LLC
- Main office
- 2251 San Diego Ave. Suite B-257, San Diego, CA 92110
- Phone
- (619) 491-0225
- Regulatory AUM
- $158,362,396 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $158,362,396
- Accounts
- 531
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $128.9 million |
| Individuals (other than high net worth individuals) | 124 | $24.3 million |
| Corporations or other businesses | 1 | $4.3 million |
| Pension and profit sharing plans | 1 | $915,477 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $158.4 million | March 31, 2026 |
| December 1, 2025 | $116 million | March 31, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wilshire Quinn Capital, Inc. | San Diego | $188.4 million | 1 | adviserinfo.sec.gov |
| Ward & Associates | San Diego | $187.2 million | Not listed | adviserinfo.sec.gov |
| Stirling Financial Group | San Diego | $179.7 million | Not listed | adviserinfo.sec.gov |
| M Wealth Management, LLC | San Diego | $177.6 million | Not listed | adviserinfo.sec.gov |
| Torrey Wealth, LLC | San Diego | $176.7 million | Not listed | adviserinfo.sec.gov |
| Finec Asset Management | San Diego | $157 million | Not listed | adviserinfo.sec.gov |
| Merrithew & Thorsten, Inc. | San Diego | $155 million | Not listed | adviserinfo.sec.gov |
| Decision Investments, Inc. | San Diego | $154.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Zermatt Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.