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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
About Investifi Wealth Management LLC
Investifi Wealth Management is an independent Idaho-based RIA serving individual investors and entrepreneurs with goal-based financial planning, retirement readiness guidance, and ongoing investment advice. The firm emphasizes client education and long-term relationships and maintains platform flexibility with custodial support including Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 38 clients, or 38 clients per representative. That equates to $99.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Investifi Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Vern Walquist
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7440815
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,762,668 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,762,668 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Investifi Wealth Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.