David
Welty
Avier Wealth Advisors
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About this Advisor
David Welty is a financial advisor based in Bellevue, Washington, working with Avier Wealth Advisors. David has previously held positions at Avier Wealth Advisors (formerly Retirement Asset Management) and Retirement Asset Management, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, David is part of Avier Wealth Advisors, which operates out of Bellevue, Washington. The firm has 10 offices and 18 employees. The firm manages assets totaling $786.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Avier Wealth Advisors includes asset-based fees.
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Office Location
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Avier Wealth Advisors Brokerage Details
$785,980,266
18
2,225
$353,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Welty Work History
Avier Wealth Advisors (Formerly Retirement Asset Management)
Retirement Asset Management, LLC
Disclosures
Please visit the SEC profile of David Welty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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