International Private Wealth Advisors LLC
● SEC registered since 2022CRD 323032SEC# 801-126652San Diego, CA
Reg. AUM
$255.3M
Employees
8
Accounts
835
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 $255.3 million in regulatory assets under management and employs 8 people.
International Private Wealth Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel (nmn) Guillen Control | Managing Member | 50-75% | 2022 |
| Louis (nmn) Barajas Control | Managing Member | 50-75% | 2022 |
| Todd Eric Lunsford Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does International Private Wealth Advisors LLC manage?
International Private Wealth Advisors LLC reports $255.3 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 8 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
| Address | 3160 Camino del Rio South, Ste 313, San Diego, CA 92108 |
| Phone | 858-384-5700 |
| Fax | 858-332-1809 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$255.3Mregulatory AUM
Discretionary $242.7MNon-discretionary $12.6M