$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
-- Kimberly ID
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.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$99.0K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
David Vern Walquist
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7440815
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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