ZERMATT WEALTH PARTNERS LLC
Legal name: ZERMATT WEALTH PARTNERS
CRD #105736 SEC #801-17502 SAN DIEGO, CA 619-491-0225
SEC Registered
Total AUM
$116M
Discretionary
$80.6M
Employees
6
Clients
10
Accounts
254
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $116M | $80.6M | $35.4M | 6 | 0 |
| Feb 2025 | $150M | $150M | $0 | 7 | 0 |
| Jul 2024 | $150M | $150M | $0 | 7 | 0 |
| May 2024 | $150M | $150M | $0 | 7 | 0 |
| May 2024 | $150M | $150M | $0 | 7 | 0 |
| Mar 2024 | $150M | $150M | $0 | 7 | 0 |
| Nov 2023 | $94.1M | $94.1M | $0 | 8 | 0 |
| Aug 2023 | $94.1M | $94.1M | $0 | 8 | 0 |
| Apr 2023 | $90.8M | $84.8M | $6M | 8 | 0 |
| Mar 2023 | $90.8M | $84.8M | $6M | 8 | 0 |
| Jan 2023 | $83.3M | $77.9M | $5.5M | 8 | 0 |
| Sep 2022 | $83.3M | $77.9M | $5.5M | 8 | 0 |
| Jul 2022 | $83.3M | $77.9M | $5.5M | 8 | 0 |
| Jun 2022 | $83.3M | $77.9M | $5.5M | 8 | 0 |
| Mar 2022 | $83.3M | $77.9M | $5.5M | 8 | 0 |
| Jan 2022 | $8.4M | $8.4M | $0 | 7 | 0 |
| Dec 2021 | $8.4M | $8.4M | $0 | 7 | 0 |
| Jul 2021 | $8.4M | $8.4M | $0 | 7 | 0 |
| Mar 2021 | $8.4M | $8.4M | $0 | 7 | 0 |
| Aug 2020 | $288.6M | $262.5M | $26.1M | 7 | 0 |
| Jul 2020 | $288.6M | $262.5M | $26.1M | 7 | 0 |
| Jun 2020 | $288.6M | $262.5M | $26.1M | 7 | 0 |
| Mar 2020 | $288.6M | $262.5M | $26.1M | 7 | 0 |
| Nov 2019 | $272.7M | $239.5M | $33.2M | 8 | 1 |
| May 2019 | $272.7M | $239.5M | $33.2M | 8 | 1 |
| May 2019 | $272.7M | $239.5M | $33.2M | 8 | 1 |
| Mar 2019 | $272.7M | $239.5M | $33.2M | 8 | 1 |
| Dec 2018 | $293.3M | $259M | $34.3M | 8 | 1 |
| Feb 2018 | $293.3M | $259M | $34.3M | 8 | 1 |
| Feb 2017 | $266.6M | $238.1M | $28.5M | 8 | 300 |
| May 2016 | $250.6M | $227M | $23.6M | 8 | 300 |
| Apr 2016 | $250.6M | $227M | $23.6M | 8 | 300 |
| Mar 2016 | $250.6M | $227M | $23.6M | 8 | 300 |
| Nov 2015 | $257.3M | $236.8M | $20.5M | 8 | 300 |
| Oct 2015 | $257.3M | $236.8M | $20.5M | 8 | 300 |
| Aug 2015 | $257.3M | $236.8M | $20.5M | 8 | 300 |
| Mar 2015 | $257.3M | $236.8M | $20.5M | 8 | 300 |
| Dec 2014 | $230.8M | $212.4M | $18.4M | 8 | 200 |
| Sep 2014 | $230.8M | $212.4M | $18.4M | 8 | 200 |
| Mar 2014 | $230.8M | $212.4M | $18.4M | 8 | 200 |
| Sep 2013 | $199.2M | $182.7M | $16.6M | 8 | 205 |
| Sep 2013 | $199.2M | $182.7M | $16.6M | 8 | 205 |
| Apr 2013 | $199.2M | $182.7M | $16.6M | 8 | 205 |
| Nov 2012 | $188.3M | $178.3M | $10.1M | 8 | 205 |
| Apr 2012 | $188.3M | $178.3M | $10.1M | 6 | 205 |
| May 2011 | $155.5M | $155.5M | $0 | 10 | -- |
| Apr 2011 | $155.5M | $155.5M | $0 | 10 | -- |
| Mar 2011 | $155.5M | $155.5M | $0 | 10 | -- |
| Mar 2010 | $138M | $138M | $0 | 10 | -- |
| Mar 2009 | $121M | $121M | $0 | 10 | -- |
| Mar 2007 | $143.7M | $143.7M | $0 | 10 | -- |
| Jan 2006 | $119M | $119M | $0 | 10 | -- |
| Sep 2005 | $102.2M | $100.3M | $1.9M | 10 | -- |
| Feb 2005 | $102.2M | $100.3M | $1.9M | 10 | -- |
| May 2004 | $88.1M | $80.5M | $7.5M | 10 | -- |
| May 2002 | $71.2M | $62.7M | $8.4M | 10 | -- |
DateMar 2025
Total AUM$116M
Discretionary$80.6M
Non-Disc.$35.4M
Employees6
Clients0
DateFeb 2025
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$90.8M
Discretionary$84.8M
Non-Disc.$6M
Employees8
Clients0
DateMar 2023
Total AUM$90.8M
Discretionary$84.8M
Non-Disc.$6M
Employees8
Clients0
DateJan 2023
Total AUM$83.3M
Discretionary$77.9M
Non-Disc.$5.5M
Employees8
Clients0
DateSep 2022
Total AUM$83.3M
Discretionary$77.9M
Non-Disc.$5.5M
Employees8
Clients0
DateJul 2022
Total AUM$83.3M
Discretionary$77.9M
Non-Disc.$5.5M
Employees8
Clients0
DateJun 2022
Total AUM$83.3M
Discretionary$77.9M
Non-Disc.$5.5M
Employees8
Clients0
DateMar 2022
Total AUM$83.3M
Discretionary$77.9M
Non-Disc.$5.5M
Employees8
Clients0
DateJan 2022
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$288.6M
Discretionary$262.5M
Non-Disc.$26.1M
Employees7
Clients0
DateJul 2020
Total AUM$288.6M
Discretionary$262.5M
Non-Disc.$26.1M
Employees7
Clients0
DateJun 2020
Total AUM$288.6M
Discretionary$262.5M
Non-Disc.$26.1M
Employees7
Clients0
DateMar 2020
Total AUM$288.6M
Discretionary$262.5M
Non-Disc.$26.1M
Employees7
Clients0
DateNov 2019
Total AUM$272.7M
Discretionary$239.5M
Non-Disc.$33.2M
Employees8
Clients1
DateMay 2019
Total AUM$272.7M
Discretionary$239.5M
Non-Disc.$33.2M
Employees8
Clients1
DateMay 2019
Total AUM$272.7M
Discretionary$239.5M
Non-Disc.$33.2M
Employees8
Clients1
DateMar 2019
Total AUM$272.7M
Discretionary$239.5M
Non-Disc.$33.2M
Employees8
Clients1
DateDec 2018
Total AUM$293.3M
Discretionary$259M
Non-Disc.$34.3M
Employees8
Clients1
DateFeb 2018
Total AUM$293.3M
Discretionary$259M
Non-Disc.$34.3M
Employees8
Clients1
DateFeb 2017
Total AUM$266.6M
Discretionary$238.1M
Non-Disc.$28.5M
Employees8
Clients300
DateMay 2016
Total AUM$250.6M
Discretionary$227M
Non-Disc.$23.6M
Employees8
Clients300
DateApr 2016
Total AUM$250.6M
Discretionary$227M
Non-Disc.$23.6M
Employees8
Clients300
DateMar 2016
Total AUM$250.6M
Discretionary$227M
Non-Disc.$23.6M
Employees8
Clients300
DateNov 2015
Total AUM$257.3M
Discretionary$236.8M
Non-Disc.$20.5M
Employees8
Clients300
DateOct 2015
Total AUM$257.3M
Discretionary$236.8M
Non-Disc.$20.5M
Employees8
Clients300
DateAug 2015
Total AUM$257.3M
Discretionary$236.8M
Non-Disc.$20.5M
Employees8
Clients300
DateMar 2015
Total AUM$257.3M
Discretionary$236.8M
Non-Disc.$20.5M
Employees8
Clients300
DateDec 2014
Total AUM$230.8M
Discretionary$212.4M
Non-Disc.$18.4M
Employees8
Clients200
DateSep 2014
Total AUM$230.8M
Discretionary$212.4M
Non-Disc.$18.4M
Employees8
Clients200
DateMar 2014
Total AUM$230.8M
Discretionary$212.4M
Non-Disc.$18.4M
Employees8
Clients200
DateSep 2013
Total AUM$199.2M
Discretionary$182.7M
Non-Disc.$16.6M
Employees8
Clients205
DateSep 2013
Total AUM$199.2M
Discretionary$182.7M
Non-Disc.$16.6M
Employees8
Clients205
DateApr 2013
Total AUM$199.2M
Discretionary$182.7M
Non-Disc.$16.6M
Employees8
Clients205
DateNov 2012
Total AUM$188.3M
Discretionary$178.3M
Non-Disc.$10.1M
Employees8
Clients205
DateApr 2012
Total AUM$188.3M
Discretionary$178.3M
Non-Disc.$10.1M
Employees6
Clients205
DateMay 2011
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$155.5M
Discretionary$155.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$102.2M
Discretionary$100.3M
Non-Disc.$1.9M
Employees10
Clients--
DateFeb 2005
Total AUM$102.2M
Discretionary$100.3M
Non-Disc.$1.9M
Employees10
Clients--
DateMay 2004
Total AUM$88.1M
Discretionary$80.5M
Non-Disc.$7.5M
Employees10
Clients--
DateMay 2002
Total AUM$71.2M
Discretionary$62.7M
Non-Disc.$8.4M
Employees10
Clients--