Isaac Ortiz
Investment adviser representative at Dai Wealth, LLC
15 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$330MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Dai Wealth, LLCDec 2022 to now
- Dai Securities, LLCDec 2022 to now
- Scf Investment Advisors, Inc.Dec 2016 to Dec 2022
- Scf Securities, Inc.Dec 2016 to Dec 2022
- Fsc Securities CorporationDec 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (AZ, CO, NM, OK, TX).
Dai Wealth, LLC
$330MAssets managed
1,537Clients
25Advisers
20 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
- 4637864
- Firm CRD
- 138938