Unclaimed Profile

David Phipps White

WHEELER FROST ASSOCIATES INC·SAN DIEGO, California

Series 7, Series 22, Series 24, Series 63, Series 65Clean record14 years registeredWHEELER FROST ASSOCIATES INC

3170 FOURTH AVENUE, SAN DIEGO, CA 92103-6514CRD# 1027468Firm CRD# 105736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Phipps White · SAN DIEGO, CA

Registration

CRD #1027468 · WHEELER FROST ASSOCIATES INC · 14 years registered

Brand Profile

Not yet started

Career History

WFA OF SAN DIEGO

Feb 2025 – present

WFA OF SAN DIEGO

Jun 2020 – Dec 2024

San Diego, CA

ZERMATT WEALTH PARTNERS

Dec 2011 – Dec 2024

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · December 21, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZERMATT WEALTH PARTNERS LLC

CRD 105736 · SEC 801-17502

AUM

$150M

Regulatory assets under management

Employees

581 client accounts

Services offered by ZERMATT WEALTH PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZERMATT WEALTH PARTNERS LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Phipps White offer?

David Phipps White specializes in Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are David Phipps White's credentials?

David Phipps White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Phipps White located?

David Phipps White is based in SAN DIEGO, California, working with WHEELER FROST ASSOCIATES INC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does David Phipps White charge for services?

David Phipps White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHEELER FROST ASSOCIATES INC?

WHEELER FROST ASSOCIATES INC has approximately 7 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →