# Zermatt Wealth Advisors, LLC

Zermatt Wealth Advisors, LLC is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 1988
- **Assets under management:** 173 (Altss estimate)
- **Website:** wfasandiego.com
- **LinkedIn:** https://www.linkedin.com/company/wfa-wealth-managers/

## About

WFA Wealth Managers began as David White’s fee-only advisory practice in 1988. Louis Dworsky later joined as managing partner and principal owner, bringing Zermatt Holdings into the same control structure. The firm serves multiple families from its San Diego base. Investment activity spans public equities, fixed income, and private alternatives. Real-estate holdings include Double Dimension, Cardinal Five, LDMD 1712 Eastwood, Progress Point Bldg. One, and Hampstead Station. The firm also maintains exposure to sailing and motor-boating expeditions and World Currency Gold Trust. All positions sit within North America. Capital is deployed through direct holdings and affiliated vehicles rather than external fund commitments. The team lists three named principals. No additional offices appear in public records. Adjacent entities include Zermatt Wealth Partners and several LLCs that hold mixed-use and commercial properties. No operational events from the last 24 months are documented in available sources. The firm’s architecture ties wealth-management services to common ownership with Zermatt Holdings. This creates a single control point for both advisory and real-asset activities without external GP relationships.

## People

- David White — Founder
- Louis Dworsky — Managing Partner and Principal Owner
- Kevin Smith — President

## Questions

### Who runs investment decisions at WFA Wealth Managers?

David White founded the firm. Louis Dworsky serves as managing partner and principal owner. Kevin Smith holds the title of president.

### How does WFA Wealth Managers source proprietary deal flow?

The firm deploys capital through direct real-estate holdings and affiliated LLCs. No external fund commitments or co-investor names are disclosed.

### Is WFA Wealth Managers structured as a single family office or does it operate more like a venture firm?

Public records identify it as a multi-family office. It maintains an open-architecture model that includes discretionary portfolios and private alternatives.

### Does WFA Wealth Managers participate in fund commitments or only direct deals?

Available holdings consist of direct real-estate assets and specific trusts. No fund commitments are listed.

## Related profiles

- [Voyager Management](https://altss.com/profile/voyager-management)
- [Yanni & Associates Investment Advisors](https://altss.com/profile/yanni-associates-investment-advisors)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/wfa-wealth-managers

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