International Private Wealth Advisors LLC

International Private Wealth Advisors LLC (CRD# 323032) is a financial advisory firm headquartered in San Diego, CA. They manage $176,915,664 in 709 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3160 Camino Del Rio South, Ste 313, San Diego, CA 92108
https://www.ipwadvisors.com
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $249,528
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at International Private Wealth Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Louis Barajas, financial advisor Irvine CA
Louis (. Barajas
CRD#: 1542714
16815 Von Karman Ave, Suite 190, Irvine, CA 92606

Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in Irvine, CA and has over 28 years of experience in the finance industry.

2
Daniel Guillen, financial advisor San Diego CA
Daniel (. Guillen
CRD#: 6243750
3160 Camino Del Rio South, San Diego, CA 92108

Daniel Guillen (CRD# 6243750) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in San Diego, CA and has over 10 years of experience in the finance industry.

3
Todd Lunsford, financial advisor San Diego CA
Todd E. Lunsford
CRD#: 4630375
3160 Camino Del Rio South, Ste 313, San Diego, CA 92108

Todd Lunsford (CRD# 4630375) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in San Diego, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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