AdvisorOS Directory
Claim Profile
Unclaimed Profile
DW

David Weingarten

VIRTUS FAMILY OFFICE, LLC·EL PASO, Texas
Series 65Clean record7 years registeredVIRTUS 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

WHITE SANDS FAMILY OFFICE LLC
Nov 2025 – present
VIRTUS FAMILY OFFICE
Oct 2018 – Jun 2022
EL PASO, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 2, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIRTUS FAMILY OFFICE, LLC
CRD 298272 · SEC 801-120155
AUM
$462M
Regulatory assets under management
Employees
4
188 client accounts
Services offered by VIRTUS FAMILY OFFICE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at VIRTUS FAMILY OFFICE, 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 EL PASO?

Browse all registered financial advisors in EL PASO, Texas or claim this profile if it's yours.

Browse EL PASO AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VIRTUS FAMILY OFFICE, LLC

Liam Sebastian Kaech
EL PASO, TX
Norma Angelica Peralta Morales
EL PASO, TX

More Advisors in EL PASO, Texas

David Harold Lindau
LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, TX
Daniel Scott Sonnen
LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, TX
David Bruce Prilliman
PROFESSIONAL INVESTMENT COUNSEL, INC·EL PASO, TX
Judy Ann Groves
LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, TX
Miguel Angel Gomez-Garcia
LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, TX
Billy Ray Defrance
LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile