David Ortiz
L&s Private Wealth · Oklahoma City, Oklahoma
David Ortiz is a fee-only financial advisor at L&s Private Wealth in Oklahoma City, Oklahoma, who holds the CFP credential. L&s Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | L&s Private Wealth |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $108.5M across 158 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7262721 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How David's firm compares
- L&s Private Wealth's average account is about $687,000, from its Form ADV (assets managed divided by 158 accounts).
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Questions about David
Is David Ortiz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and L&s Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, L&s Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Ortiz based?
David Ortiz is based in Oklahoma City, Oklahoma.
What credentials does David Ortiz hold?
David Ortiz holds the CFP credential.
Is David Ortiz registered with the SEC?
Yes. David Ortiz is registered as an investment adviser representative in TX (CRD 7262721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does L&s Private Wealth manage?
L&s Private Wealth reports $108.5M across 158 accounts in assets under management.
How do I contact David Ortiz?
Contact details aren't on file yet. Search for L&s Private Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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