Be advised. This firm is no longer registered.

Intercontinental Wealth Advisors, LLC

Intercontinental Wealth Advisors, LLC (CRD# 114787) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,537,635,933 in 1,679 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,538
    MILLION
  • Total Number of Accounts
    1,679
    ACCOUNTS
  • Average Account Value
    $915,805
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, LA, MO, NC, NJ, NM, NY, SD, TX

Financial Advisors at Intercontinental Wealth Advisors, LLC
No Advisor Found.
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