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DW

David Weingarten

WHITE SANDS FAMILY OFFICE LLC
EL PASO, TX
Some features on this profile are disabled
CRD#: 7001669
DW

Professional summary

David Weingarten is a registered financial advisor currently at WHITE SANDS FAMILY OFFICE LLC located in El Paso, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Weingarten's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 24, 2025 - Present

WHITE SANDS FAMILY OFFICE LLC

RIA
CRD#: 338005
EL PASO, TX
Past

October 2, 2018 - June 21, 2022

VIRTUS FAMILY OFFICE

RIA
CRD#: 298272
EL PASO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2018
Uniform Investment Adviser Law Examination

Current Firm

WS
WHITE SANDS FAMILY OFFICE LLC
WHITE SANDS ADVISORY | WHITE SANDS WEALTH PLANNING | WHITE SANDS RESEARCH | WHITE SANDS FAMILY OFFICE LLC | WHITE SANDS CONSULTING

CRD#: 338005 / SEC#:

Texas
Registered Investment Advisory firm - (11/24/2025 Approved)
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Contact information

Main Address
El Paso, TX
Mailing Address
P O Box 12277, El Paso, TX 79913
Phone number
(707) 699-4617
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WHITE SANDS FAMILY OFFICE LLC

CRD#: 338005El Paso, TX

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