# David Welty

> David Welty is a fee-only financial advisor at Avier Wealth Advisors in Bellevue, Washington, who holds the CFP credential. Avier Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-welty/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Avier Wealth Advisors
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.19B across 2,608 accounts
- **Credentials:** CFP
- **CRD:** 2685163 (https://adviserinfo.sec.gov/individual/summary/2685163)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1996), Series 65 (1999)
- **Firm size:** 20 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://avieradvisors.com/

## Frequently asked questions

### Is David Welty a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Avier Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Avier Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Welty based?

David Welty is based in Bellevue, Washington.

### What credentials does David Welty hold?

David Welty holds the CFP credential.

### Is David Welty registered with the SEC?

Yes. David Welty is registered as an investment adviser representative in WA (CRD 2685163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Avier Wealth Advisors manage?

Avier Wealth Advisors reports $1.19B across 2,608 accounts in assets under management.

### How do I contact David Welty?

Through David's website, avieradvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2685163): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.