# IQ Portfolios

> IQ Portfolios is a state-registered investment advisory firm in Windermere, FL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 306243
- Filed as: IQ PORTFOLIOS
- Legal name: Andy Ortiz LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Windermere, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306243
- AdvisorCensus page: https://advisorcensus.com/firm/iq-portfolios-windermere-fl-306243

## Quick answers

**How is IQ Portfolios compensated?**
On its Form ADV (Item 5.E, October 2026), IQ Portfolios reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is IQ Portfolios located?**
IQ Portfolios' principal office is in Windermere, FL, according to its Form ADV.

**Is IQ Portfolios registered with the SEC or a state?**
IQ Portfolios is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306243.

**How much does IQ Portfolios manage?**
IQ Portfolios reports $42,080,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (98% discretionary).

**What types of clients does IQ Portfolios serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does IQ Portfolios report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306243

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,080,000
- Discretionary: $41,080,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $24,380,000 |
| High net worth individuals | 12 | $16,700,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [iqportfolios.com](https://iqportfolios.com)
- Facebook @IQPortfolios

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IQ Portfolios (CRD 306243): Form ADV filing data as of October 2026.