# Investifi Wealth Management LLC

> Investifi Wealth Management LLC is a state-registered investment advisory firm in Twin Falls, ID, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 316755
- Filed as: INVESTIFI WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Twin Falls, ID
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316755
- AdvisorCensus page: https://advisorcensus.com/firm/investifi-wealth-management-llc-twin-falls-id-316755

## Quick answers

**How is Investifi Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investifi Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investifi Wealth Management LLC located?**
Investifi Wealth Management LLC's principal office is in Twin Falls, ID, according to its Form ADV.

**Is Investifi Wealth Management LLC registered with the SEC or a state?**
Investifi Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316755.

**How much does Investifi Wealth Management LLC manage?**
Investifi Wealth Management LLC reports $3,762,668 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Investifi Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); corporations or other businesses not listed above (1).

**Does Investifi Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316755

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,762,668
- Discretionary: $3,762,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $3,761,668 |
| Corporations or other businesses not listed above | 1 | $1,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investifiwealth.com
- LinkedIn @david-walquist-cpa-cva-macc-6715b142
- X @DavidWalquist

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investifi Wealth Management LLC (CRD 316755): Form ADV filing data as of October 2026.