David Phipps White
Chief Compliance OfficerZermatt Wealth Partners LLCCRD 1027468
About David Phipps White
David Phipps White is listed as Chief Compliance Officer at Zermatt Wealth Partners LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. David Phipps White is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Zermatt Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Phipps White work?
David Phipps White is listed as Chief Compliance Officer at Zermatt Wealth Partners LLC on SEC Form ADV.
How much of Zermatt Wealth Partners LLC does David Phipps White own?
Form ADV reports a beneficial ownership band of Under 5%.
Zermatt Wealth Partners LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Zermatt Wealth, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |