Zermatt Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$153,195,971
Clients
209
Advisors
3
across 3 offices
About
Zermatt Wealth Partners is an SEC-registered, fee-only wealth advisory and investment management firm that provides personalized wealth planning and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. Its brochure states the firm manages roughly $116 million in client assets and delivers both discretionary and non‑discretionary investment supervisory services as well as hourly and flat-fee planning engagements.
The firm describes an asset-allocation–driven approach that tailors portfolios to each client’s objectives, risk tolerance, tax situation and time horizon, using third‑party research and, when appropriate, outside managers and custodial platforms. Zermatt presents itself as a fiduciary that does not custody client assets, documents retirement-account recommendations in writing under ERISA where applicable, and conducts periodic quarterly reviews and reporting.
A noteworthy feature disclosed in the brochure is that Zermatt operates under common ownership and control with other SEC‑registered advisory entities (including entities controlled by Zermatt Holdings), an affiliation that the firm identifies as creating potential conflicts and addresses through governance and a Code of Ethics. The brochure also highlights broader non‑securities planning services (business succession, estate and offshore planning) and use of custodial/platform services and managed‑account programs and research arrangements, which may distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
Flat management fees charged based on portfolio complexity and other criteria; minimum annual retainer fee $1,000; flat consultation fees also offered, billed in advance
$0+: 0.80% to 3.0% on discretionary accounts (tiered schedule) $0+: 0.80% to 2.5% on non-discretionary accounts (tiered schedule)
Hourly fees range from $100 to $500 per hour depending on staff billing rates based on nature and scope of services
Minimum fee: Minimum annual retainer fee of $1,000 for flat management fees Fee-only: Fee-only wealth advisory and investment management firm; no commissions or third-party compensation
Main office
See office2251 San Diego Ave., Suite B 257
San Diego CA 92110
Advisors at this office
1
Offices (3)
Most active in
California · Florida · Georgia · North Carolina · Ohio · South Carolina · Texas · Virginia
Also doing business as
Fat Cat Wealth · Fatcatwealth.Com · Wfa Wealth Managers · Wheeler Frost Associates Inc · Wheelerfrost Wealth Managers · Zermatt Wealth Partners · Zermatt Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Austin G
Series 66
Wilmington, NC
Zermatt Wealth Partners
Austin Griffie is a financial advisor at Zermatt Wealth Partners with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Merrill, Bank of America, and also engaged in entrepreneurial activities with Suited Media LLC. Zermatt Wealth Partners is an SEC-registered, fee-only wealth advisory and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses an asset-allocation–driven approach tailored to client objectives and offers comprehensive wealth planning and portfolio management services.
Louis D
Series 63, Series 65
Wilmington, NC
Zermatt Wealth Partners
Louis Dworsky is a financial advisor at Zermatt Wealth Partners with Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Maven Capital, Hayden Royal, Morse Capital Partners, and Thompson Davis & Co. In addition to his advisory work, he has ownership interests in multiple real estate investment entities. Zermatt Wealth Partners provides personalized investment supervisory services and wealth-related consultations to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized, globally diversified asset allocation and portfolio monitoring, generally managing accounts on a discretionary basis while operating as a fee-only adviser.
Andrew J
Series 63, Series 65
San Diego, CA
Zermatt Wealth Partners
Andrew Jensen is a financial advisor with WFA of San Diego, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Crystal Capital Partners from 2014 to 2020 and has been with WFA of San Diego and Zermatt Wealth Partners since 2021. WFA of San Diego is a fee-only registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, third-party research, and individualized investment policy statements, with a focus on fiduciary considerations and a unique shared governance structure with related advisory entities.
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