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Member · Zermatt Wealth Advisors

MEYER e. DWORSKY

CRD 7072722 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Zermatt Wealth Advisors, an SEC-registered wealth manager based in SAN Diego, CA with $207 million in regulatory assets, lists MEYER e. DWORSKY on its Form ADV as Member, a control person. The SEC filings also name MEYER at 1 other registered adviser.

Firms and roles

AtlasMembers

MEYER’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For MEYER’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.