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ZERMATT WEALTH ADVISORS

SAN DIEGO, CA · CRD 307404 · IAPD ↗ · (619) 491-0225

$206.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — WFA OF SAN DIEGO is now doing business as ZERMATT WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
March 2025 — WFA OF SAN DIEGO notice-filed in CA, FL, IL, NC, OH, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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