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ZERMATT WEALTH PARTNERS

SAN DIEGO, CA · CRD 105736 · IAPD ↗ · 619-491-0225

$158.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — ZERMATT WEALTH PARTNERS reported RAUM up 36% ($116.0M -> $158.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — ZERMATT WEALTH PARTNERS reported RAUM up 59% ($94.1M -> $150.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.