WFA OF SAN DIEGO, LLC
Legal name: WFA OF SAN DIEGO
CRD #307404 SEC #801-118131 SAN DIEGO, CA (619) 491-0225
SEC Registered
Total AUM
$177.8M
Discretionary
$140.6M
Employees
5
Clients
10
Accounts
359
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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| ARCE, JOSEPH, PHILLIP | I | CCO AND COO | NA | |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO AND CCO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| DWORSKY, LOUIS, DAVID | I | CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUDSON, MICHAEL, LEE | I | CCO | NA | Control |
| HUDSON, MICHAEL, LEE | I | CCO | NA | Control |
| HUDSON, MICHAEL, LEE | I | CCO | NA | Control |
| Johnson, Andrea, Louise | I | COO | NA | |
| Johnson, Andrea, Louise | I | COO | NA | |
| Johnson, Andrea, Louise | I | COO | NA | |
| Johnson, Andrea, Louise | I | COO | NA | |
| Johnson, Andrea, Louise | I | COO | NA | |
| Johnson, Andrea, Louise | I | COO | NA | |
| Johnson, Andrea, Louise | I | COO | NA | |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
| ZERMATT HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, LOUIS, DAVID | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| DWORSKY, MEYER, edwin | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
| Mayes, Ralph, Thomas | I | ZERMATT HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
CA CO FL IL NC OH TX VA
Address
2251 SAN DIEGO AVESUITE B-257
SAN DIEGO, CA 92110
United States
Phone: (619) 491-0225