Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
800 W Main Street, #1460, Boise, ID, 83702
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Carlos Daniel RuizRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carlos is the Owner, CCO, and IAR of Pivot Wealth Advisors, LLC, an RIA firm, since December 2024. This activity involves investment advisory services and takes about half of his time.
Employment History
Current Registrations
Origin Investment Advisory LLC
Pivot Wealth Advisors
Previous Registrations
Zero Day Capital Enterprises LLC
Facet
Financial Pathways
Wechter Feldman Wealth Management, INC.
State Registrations1 state
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