Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Zermatt Wealth Advisors, LLC
Multi family office in San Diego, United States, founded 1988.
Identity
- HEADQUARTERS
- San Diego, United States
- FOUNDED
- 1988
Overview
This multi family office is based in San Diego, United States; it was founded in 1988. 3 people are named on its team.
People
- David WhiteFounder · source
- Louis DworskyManaging Partner and Principal Owner · source
- Kevin SmithPresident · source
Frequently asked questions
Zermatt Wealth Advisors, LLC is a multi family office based in San Diego, the United States, founded in 1988.
Zermatt Wealth Advisors, LLC does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Zermatt Wealth Advisors, LLC include David White (Founder), Louis Dworsky (Managing Partner and Principal Owner) and Kevin Smith (President).