INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2022

Total AUM

$255M

Discretionary

$243M

95% of AUM

Avg account

$306K

Accounts

835

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 323032
Registered since: September 29, 2022
Website: ipwadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals54.33%
HNWI33.5%
Corporations / Businesses7.21%
Pension & Profit Sharing Plans4.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

International Private Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is individually owned and serves both private clients (individuals and families) and institutional clients. Its client advisory model blends ongoing portfolio management with financial planning and fixed-fee engagements; fee arrangements include a percentage of assets under management and flat fees. Service offerings listed on the firm’s regulatory filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. The firm reports industry relationships with an accountant and an insurance company. It does not identify as an active ESG investor and is not positioned as a capital allocator.