ChooseAFinancialAdvisor.com
Advisors / Texas / El Paso
8yrs

David Weingarten

Financial advisor at White Sands Family Office

David Weingarten is a fiduciary financial advisor in El Paso, Texas, with 8 years in the industry. David joined White Sands Family Office in 2025, after four years at Virtus Family Office. White Sands Family Office offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 269 advisors with offices in El Paso, and one of 255 fiduciaries.

El Paso, TXFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeEl Paso, TX
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

Services through White Sands Family Office

Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Nov 2025 – now
  2. 2018 – 2022

Questions to ask David

Tailored to David’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call White Sands Family Office at (707) 699-4617 and ask for David Weingarten. David works from the El Paso, TX office.

How long has David been a financial advisor?

David has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does David hold?

Series 65. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

White Sands Family Office reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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