Investifi Wealth Management LLC

Investifi Wealth Management LLC (CRD# 316755) is a financial advisory firm headquartered in Twin Falls, ID. They manage $850,686 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
148 Blue Lakes Blvd N, Ste 201, Twin Falls, ID 83301
https://www.investifiwealth.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $22,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, NV

Financial Advisors at Investifi Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Walquist, financial advisor Kimberly ID
David V. Walquist
CRD#: 7440815
Kimberly, ID

David Walquist (CRD# 7440815) is an Investment Advisor Representative working at Investifi Wealth Management LLC in Kimberly, ID and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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