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 SEC-registered RIA organized as an LLC and registered in 2022. The firm is owned by an individual and serves both individual/family and institutional clients. It charges fees on a percentage-of-AUM basis and also uses fixed-fee arrangements. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or related adviser. Industry relationships include affiliations with accounting and insurance firms.