Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M
Fee Structure
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Contact
Carlos Daniel Ruiz
Location
800 W Main Street, #1460, Boise, ID, 83702
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
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
September 2025 - Present · 5 mos
Pivot Wealth Advisors
February 2025 - Present · 1 yr
Previous Registrations
Zero Day Capital Enterprises LLC
April 2025 - May 2025 · 1 mo
Facet
November 2021 - January 2025 · 3 yrs 2 mos
Financial Pathways
January 2020 - November 2021 · 1 yr 10 mos
Wechter Feldman Wealth Management, INC.
January 2019 - January 2020 · 1 yr
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Contact
Carlos Daniel Ruiz