Intercontinental Wealth Advisors, LLC

Intercontinental Wealth Advisors, LLC (CRD# 114787) is a financial advisory firm headquartered in San Antonio, TX. They manage $611,273,019 in 746 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    611
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $819,401
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Intercontinental Wealth Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
David K. Alvarez
CRD#: 4957825
112 East Pecan Street, Suite 525, San Antonio, TX 78205
103
Wealthminder
score

David Alvarez (CRD# 4957825) is an Wealth Advisor working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 15 years of experience in the finance industry. In this role David works with individuals, families, charitable foundations and retirement plans. He provides a comprehensive approach to wealth management in the areas of investment advice, retirement planning, business succession, trusts, estates, and charitable giving. David Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. David attended Northwestern University in Evanston, Illinois where he received a Bachelor of Arts in Economics and History.

2
Jaime A. Chavez
CRD#: 4851520
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Jaime Chavez (CRD# 4851520) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 12 years of experience in the finance industry.

3
Adrian Devoto
CRD#: 5434454
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Adrian Devoto (CRD# 5434454) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 8 years of experience in the finance industry.

4
John M. Hennessy
CRD#: 1823631
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

John Hennessy (CRD# 1823631) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

5
John L. Kauth
CRD#: 1648865
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

John Kauth (CRD# 1648865) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 29 years of experience in the finance industry.

6
Isidoro Korngold
CRD#: 1836913
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Isidoro Korngold (CRD# 1836913) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

7
Kenneth M. Korngold
CRD#: 2491887
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Kenneth Korngold (CRD# 2491887) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 22 years of experience in the finance industry.

8
Alfredo Larosa
CRD#: 2232087
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Alfredo Larosa (CRD# 2232087) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.

9
Charles D. Lutz
CRD#: 4956635
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Charles Lutz (CRD# 4956635) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.

10
Fernanda Novaes
CRD#: 5106877
112 East Pecan Street, Suite 525, San Antonio, TX 78205
93
Wealthminder
score

Fernanda Novaes (CRD# 5106877) is an Investment Advisor Representative working at Intercontinental Wealth Advisors, LLC in San Antonio, TX and has over 10 years of experience in the finance industry.

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