Louis David Dworsky
Investment adviser representative at Zermatt Wealth Partners
13 yearsExperience
1 stateRegistered in
$158.4MFirm assets
44 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Zermatt Wealth PartnersFeb 2025 to now
- Wfa of San Diego LLCDec 2019 to now
- Zermatt Holdings, LLCJan 2018 to now
- Zermatt Insurance ServicesJan 2015 to now
- Zermatt Securities, Inc.Jan 2015 to now
- Maven Capital, LLCOct 2018 to Jun 2022
- Hayden Royal, LLCNov 2017 to Mar 2022
- Morse Capital Partners, LLCNov 2017 to Dec 2021
- Thompson Davis & Co., Inc.Aug 2014 to Oct 2017
- Zermatt Wealth Partners, LLCMay 2013 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (NC).
Zermatt Wealth Partners
Legal name: Zermatt Wealth Partners LLC
$158.4MAssets managed
211Clients
2Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1689624
- Firm CRD
- 105736