Zermatt Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 31, 2026, reports $158M in regulatory assets under management, 6 employees, 1 office, and 531 accounts.
Assets Under Management
$158M
Employees
6
Offices
1 office
Total Clients
211
Primary office
SAN DIEGO, CA
2251 SAN DIEGO AVE., SUITE B-257, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
124
2
HNWI
40.3%
85
3
Pension Plans
0.5%
1
4
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 31, 2026
Discretionary100.0%
$158M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$158M
Total Accounts531
10Y AUM Change$-108M (-40.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.