ZERMATT WEALTH PARTNERS, LLC
CRD #290949 SEC #801-112171 RALEIGH, NC 919-803-3499
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENDIMAN, MATTHEW, ASHLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DWORSKY, LOUIS, DAVID | I | MANAGING DIRECTOR | E | Control |
| DWORSKY, LOUIS, DAVID | I | MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Mar 14, 2018 REGISTERED
Notice Filings (1)
NC
Address
7501 FALLS OF NEUSE ROADRALEIGH, NC 27605
United States
Phone: 919-803-3499