Advisor at White Sands Family Office LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
White Sands Family Office LLC
Location
El Paso, TX
Credentials
Series 65
Industry experience
4 years
David Weingarten is a Series 65 licensed advisor with four years of industry experience. He is currently the sole advisor at White Sands Family Office LLC and has held prior roles at firms including Virtus Family Office, BTG Pactual Family Office, and Financiera Fortaleza. White Sands Family Office is a newly registered investment adviser that provides asset management and financial planning services to individuals, high-net-worth clients, and other advisers. The firm emphasizes fundamental analysis and a long-term investment strategy, offering both discretionary and non-discretionary account management, as well as solicitor services to refer clients to third-party money managers.
Based on White Sands Family Office LLC
Based on White Sands Family Office LLC
Project Based Fixed Fee up to $50,000; Ongoing Annual Planning Fee up to $10,000
$0 - $1,000,000: Up to 1.50% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%
Account minimum: $500,000
El Paso, TX
Texas
White Sands Family Office LLC
2025 - Present (1 year)
Skytex Mexico
2024 - 2025 (1 year)
Produccion Espiral
2023 - 2024 (1 year)
Financiera Fortaleza SA de CV SOFOM ENR
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
Virtus Family Office, LLC
2018 - 2022 (4 years)
VIRTUS FAMILY OFFICE S.A. de C.V.
2016 - 2018 (2 years)
BTG Pactual Family Office (Mexico)
2015 - 2016 (1 year)
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Insurance agent
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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