Unclaimed Profile

David Weingarten

VIRTUS FAMILY OFFICE, LLC·EL PASO, Texas

Clean recordVIRTUS FAMILY OFFICE, LLC

221 N KANSAS STREET, EL PASO, TX 79901CRD# 7001669Firm CRD# 298272

Profile Verification

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

Identity

David Weingarten · EL PASO, TX

Registration

CRD #7001669 · VIRTUS FAMILY OFFICE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Weingarten is a registered financial advisor based in EL PASO, Texas, affiliated with VIRTUS FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VIRTUS FAMILY OFFICE, LLC

VIRTUS FAMILY OFFICE

AUM

$462M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VIRTUS FAMILY OFFICE, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: % NET WORTH; % BUSINESS PLANNING PROJECT

Regulatory

SEC/IARD CRD# 7001669

Firm CRD# 298272

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Frequently Asked Questions

What services does David Weingarten offer?

David Weingarten specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EL PASO, Texas for a consultation.

What are David Weingarten's credentials?

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

Where is David Weingarten located?

David Weingarten is based in EL PASO, Texas, working with VIRTUS FAMILY OFFICE, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.

How does David Weingarten charge for services?

David Weingarten's firm is compensated through percentage of aum, subscription fees, other: % net worth; % business planning project. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIRTUS FAMILY OFFICE, LLC?

VIRTUS FAMILY OFFICE, LLC has approximately 4 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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