Zermatt Wealth Partners (formerly WFA San Diego)

EST. AUM
$206,868,931

CONTACTS
3

CLIENT ACCOUNTS
457

Firm Details

Metro area San Diego
CRD Number 307404
Website wfasandiego.com
Client types

Overview

Charlotte-based Zermatt Holdings acquires San Diego-based RIA, announces presence in Southern California Market

Platform Details

Investment Preferences

Alternative Activity