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RIA / WealthAdvisorCertified Financial Planner11 years in industry

ZACHARY JAMES WEIRICH

Advisor at FERMATA ADVISORS

Auburn, CA

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Search this name across graphsid dfx:ria:c73ffbf1-a0a1-559b-0d3d-e47522412237

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 2, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FERMATA ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 1, 2015
First registration: Jul 2, 2015
Dual registered: no
Other names: ZACHARY WEIRICH|ZACK WEIRICH
IAPD individual key: 6464388

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FERMATA ADVISORS	Independent wealth	Jul 1, 2024	n/a	yes	Auburn, CA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Jul 3, 2024	no	CONCORD, CA	Previous registration
WALNUT CREEK WEALTH MANAGEMENT	Former SEC adviser	Jul 18, 2017	Oct 8, 2021	no	WALNUT CREEK, CA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 21, 2017	Jun 29, 2023	no	Livermore, CA\|WALNUT CREEK, CA\|Livermore, CA\|Vacaville, CA	Previous registration
EDWARD JONES	National bd RIA	Jul 2, 2015	Mar 21, 2017	no	DAVIS, CA\|ST LOUIS, MO\|WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	FERMATA ADVISORS	Jul 3, 2024	Jul 1, 2024	-2	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	WALNUT CREEK WEALTH MANAGEMENT	Jun 29, 2023	Jul 18, 2017	-2,172	Firm change after gap	Other
WALNUT CREEK WEALTH MANAGEMENT	CETERA INVESTMENT ADVISERS LLC	Oct 8, 2021	Jun 29, 2023	629	Firm change after gap	RIA to ibd
EDWARD JONES	CETERA ADVISOR NETWORKS LLC	Mar 21, 2017	Mar 21, 2017	0	Firm change	Other

Relationships

Registered with (5)

→ FERMATA ADVISORSRegistered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Jul 3, 2024factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 21, 2017 to Jun 29, 2023factForm ADV
→ WALNUT CREEK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 18, 2017 to Oct 8, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 2, 2015 to Mar 21, 2017factForm ADV

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
Zachary James Weirich left Cetera Investment Advisers Llc for Fermata Advisors (registered 2024-07-01)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2023
Advisor changed firm
Zachary James Weirich left Cetera Advisor Networks Llc for Walnut Creek Wealth Management (registered 2017-07-18)
Form ADVobserved 4 days ago