ZERMATT WEALTH, LLC
Doing business as ZERMATT WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$206,868,931
Discretionary
$176,674,709
Non-discretionary
$30,194,222
Firm details
- CRD number
- 307404
- SEC file number
- 801-118131
- Main office
- SAN DIEGO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.