David Keith Welty
Investment adviser representative at Avier Wealth Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Retirement Asset Management, LLCJun 2012 to now
- Avier Wealth AdvisorsApr 2012 to now
- Avier Wealth Advisors (formerly Retirement Asset Management)Apr 2012 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WA).
Avier Wealth Advisors
Legal name: Ram Investment Partners, LLC
$1.2BAssets managed
583Clients
16Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2685163
- Firm CRD
- 161077