Ortiz World Wealth

Ortiz World Wealth (CRD# 312012) is a financial advisory firm headquartered in Whittier, CA. They manage $32,716,660 in 221 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16131 Whittier Blvd, Suite 110, Whittier, CA 90603
https://ortizworldwealth.com/
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $148,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ortiz World Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Wilson, financial advisor Whittier CA
Gregory L. Wilson
CRD#: 6849983
16131 Whittier Blvd, Suite 110, Whittier, CA 90603

Gregory Wilson (CRD# 6849983) is an Investment Advisor Representative working at Ortiz World Wealth in Whittier, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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