David Welty
Avier Wealth Advisors · Bellevue, Washington
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.
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Facts
| Firm | Avier Wealth Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.19B across 2,608 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2685163 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 20 employees |
| Disclosures | Reported; see the SEC record |
| Website | avieradvisors.com |
How David's firm compares
- Avier Wealth Advisors's average account is about $455,000, from its Form ADV (assets managed divided by 2,608 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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