Louis
Dworsky
Zermatt Wealth Partners
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About this Advisor
Louis Dworsky is a financial advisor based in San Diego, California with a total of 2 years of relevant experience. Dworsky currently works for Zermatt Wealth Partners. Their career trajectory has included roles at Morgan Stanley Smith Barney, Gf Investment Services, LLC, Platinum Wealth Partners, Thompson Davis & Co., Inc, Morse Capital Partners, LLC, Zermatt Securities, Inc, Hayden Royal, LLC, Maven Capital, LLC, Zermatt Wealth Partners, LLC, Zermatt Insurance Services, Wfa Of San Diego LLC and Zermatt Holdings, LLC. Dworsky maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, North Carolina, Ohio and Texas. Zermatt Wealth Partners is a company operating out of San Diego, CA. The investment advisory business has a total of eight employees. It has $91 million in total assets across its 524 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 524 accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Zermatt Wealth Partners performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fees billed by Zermatt Wealth Partners most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zermatt Wealth Partners Brokerage Details
$90,792,221
8
524
$173,268
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Louis Dworsky Work History
Louis has been registered as a financial advisor for 2 years.*
Wfa Of San Diego LLC
Zermatt Holdings, LLC
Zermatt Securities, Inc
Zermatt Insurance Services
Maven Capital, LLC
Morse Capital Partners, LLC
Hayden Royal, LLC
Thompson Davis & Co., Inc
Gf Investment Services, LLC
Platinum Wealth Partners
Zermatt Wealth Partners, LLC
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Louis Dworsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zermatt Wealth Partners
Atlanta, GA
San Diego, CA
Wilmington, NC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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