Zermatt Holdings expansion announcement

2020-03-27T15:26:45-07:00Categories: Blog|Tags: , , , |

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

Charlotte-based Zermatt Holdings announces the acquisition of San Diego-based WFA Wealth Managers. This acquisition serves as Zermatt’s founding Southern California presence, as the holding company soars past $1B AUA.

WFA brings more than 100 years of investment management experience collectively, and over $300 […]