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International Private Wealth Advisors LLC

● SEC registered since 2022CRD 323032SEC# 801-126652San Diego, CA
Export (members)
Reg. AUM
$229.9M
Employees
7
Accounts
862
Location
San Diego, CA

International Private Wealth Advisors LLC assets under management

International Private Wealth Advisors LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2022. It reports $229.9 million in regulatory assets under management and employs 7 people.

International Private Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel (nmn) Guillen ControlManaging Member50-75%2022
Louis (nmn) Barajas ControlManaging Member50-75%2022
Todd Eric Lunsford ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does International Private Wealth Advisors LLC manage?

International Private Wealth Advisors LLC reports $229.9 million in regulatory assets under management on its Form ADV.

How many employees does International Private Wealth Advisors LLC have?

International Private Wealth Advisors LLC reports 7 employees.

Where is International Private Wealth Advisors LLC located?

International Private Wealth Advisors LLC is based in San Diego, CA and has been SEC-registered since 2022.

Does International Private Wealth Advisors LLC disclose fund performance?

International Private Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3160 Camino del Rio South, Ste 313, San Diego, CA 92108
Phone858-384-5700
Fax858-332-1809
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.9M
Non-discretionary$13M
Total (RAUM)$229.9M