RIA Intel›Advisers›Florida›ANDY ORTIZ LLC

ANDY ORTIZ LLC

Advisory

WINDERMERE, FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL

#1,685

of 2,610 advisers by AUM

Average account

$163K

across 258 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$41M

Non-Discretionary AUM$1M

Discretionary %97.6%

Total Clients137

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

137 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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