# Zermatt Wealth Partners

> Zermatt Wealth Partners is an SEC-registered investment advisory firm in San Diego, CA, registered since 1982, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 105736
- Filed as: ZERMATT WEALTH PARTNERS
- Legal name: Zermatt Wealth Partners LLC
- Also doing business as: WFA WEALTH MANAGERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105736
- AdvisorCensus page: https://advisorcensus.com/firm/zermatt-wealth-partners-san-diego-ca-105736

## Quick answers

**How is Zermatt Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Zermatt Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Zermatt Wealth Partners located?**
Zermatt Wealth Partners' principal office is in San Diego, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Zermatt Wealth Partners registered with the SEC or a state?**
Zermatt Wealth Partners is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105736.

**How much does Zermatt Wealth Partners manage?**
Zermatt Wealth Partners reports $158,362,396 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).

**How have Zermatt Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Zermatt Wealth Partners: Regulatory assets under management: $8,425,074 in the October 2021 data and $158,362,396 in the October 2026 data, up 1780%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Zermatt Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (85); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Zermatt Wealth Partners use?**
Zermatt Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Zermatt Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105736

**What changed in Zermatt Wealth Partners' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Minimum annual fee: $1,000

> There is a minimum annual retainer fee of $1,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $158,362,396
- Discretionary: $158,362,396
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $24,341,142 |
| High net worth individuals | 85 | $128,854,829 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $915,477 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $4,250,948 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1982 (44 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Wilmington, NC

### Websites listed on Form ADV (Item 1.I)
- zermattwealthpartners.com
- LinkedIn @zermatt-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,425,074 | 7 | July 22, 2021 |
| October 2022 | $83,335,393 | 8 | September 27, 2022 |
| October 2023 | $94,071,590 | 8 | August 11, 2023 |
| October 2024 | $149,992,356 | 7 | July 3, 2024 |
| October 2025 | $116,022,167 | 6 | March 31, 2025 |
| October 2026 | $158,362,396 | 6 | July 24, 2026 |

Regulatory assets under management: $8,425,074 in the October 2021 data and $158,362,396 in the October 2026 data, up 1780%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $116,022,167 to $158,362,396 (+36%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zermatt Wealth Partners (CRD 105736): Form ADV filing data as of October 2026.