RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERNA Control
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
ARCE, JOSEPH, PHILLIPICCO AND COONA
DWORSKY, LOUIS, DAVIDICEO AND CCONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEO AND CCONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEO & CHIEF COMPLIANCE OFFICERNA Control
DWORSKY, LOUIS, DAVIDICEO & CHIEF COMPLIANCE OFFICERNA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEONA Control
DWORSKY, LOUIS, DAVIDICEO & CHIEF COMPLIANCE OFFICERNA Control
DWORSKY, LOUIS, DAVIDICEO & CHIEF COMPLIANCE OFFICERNA Control
DWORSKY, LOUIS, DAVIDICEO & CHIEF COMPLIANCE OFFICERNA Control
Dowell, Alisha, PerdueICHIEF COMPLIANCE OFFICERNA Control
Dowell, Alisha, PerdueICHIEF COMPLIANCE OFFICERNA Control
HUDSON, MICHAEL, LEEICHIEF COMPLIANCE OFFICERNA Control
HUDSON, MICHAEL, LEEICHIEF COMPLIANCE OFFICERNA Control
HUDSON, MICHAEL, LEEICHIEF COMPLIANCE OFFICERNA Control
Johnson, Andrea, LouiseICOONA
Johnson, Andrea, LouiseICOONA
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
ZERMATT HOLDINGS, LLCDEOWNERE Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERD Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETISECRETARYC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETISECRETARYC Control
WHEELER, MARY, MARGARETISECRETARYC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETIOWNERC Control
WHEELER, MARY, MARGARETIOWNERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, MARY, MARGARETICHIEF COMPLIANCE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERIPRESIDENTC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERIPRESIDENTC Control
WHEELER, PETER, RYDERIPRESIDENTC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
WHEELER, PETER, RYDERICHIEF EXECUTIVE OFFICERC Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERIVICE PRESIDENTB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERIVICE PRESIDENTB Control
FROST, KENNETH, GROVERIVICE PRESIDENTB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
FROST, KENNETH, GROVERICHIEF INVESTMENT OFFICERB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTB Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control
WHITE, DAVID, PHIPPSIVICE PRESIDENTA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, LOUIS, DAVIDIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
DWORSKY, MEYER, edwinIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control
Mayes, Ralph, ThomasIZERMATT HOLDINGS, LLCC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (8)

CA FL GA NC OH SC TX VA

Address

2251 SAN DIEGO AVE.
SUITE B-257
SAN DIEGO, CA 92110
United States
Phone: 619-491-0225