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International Private Wealth Advisors LLC

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Client assets under management

$224,275,089

Clients

384

11% high-net worth

Advisors

3

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

128

Very High

Average account size

$584,050

About

International Private Wealth Advisors LLC serves individuals (including high-net-worth clients), trusts, estates, businesses, and retirement plans, managing roughly $255 million in client assets with a three-advisor team. The firm provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services and implements portfolios using mutual funds, ETFs, individual securities, alternative investments, and, when appropriate, unaffiliated sub‑advisers or TAMP platforms.

IPWA’s investment process combines fundamental and technical analysis with a primarily long-term orientation, aiming to build diversified, low-cost portfolios and rebalance as needed to align with client goals and risk tolerance. The firm emphasizes ongoing client communication and periodic reviews, and it may outsource day‑to‑day management to platform providers (AE Wealth Management and Axxcess) while retaining primary advisory oversight.

Noteworthy distinctions include the firm’s formal affiliations with insurance and accounting/tax businesses: advisory personnel act as insurance agents through an affiliated insurance company and spend a portion of their time on insurance sales, and the firm has an ownership interest in an affiliated tax group, both of which the brochure discloses as potential conflicts of interest. IPWA also operates a separate affiliated entity that provides financial life coaching and training primarily to underserved Latino communities, and it maintains institutional relationships with custodians and platform vendors (including Advisors Excel/AEWM/Axxcess) that provide operational and research support.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Fee options

Fixed

$1,350 to $25,000 per engagement

Percentage

$0+: 0.50% annually +: 1.00% annually

Main office location

International Private Wealth Advisors LLC

3160 Camino Del Rio South, Ste 313

San Diego CA 92108, United States

Number of offices

2

Most active in

California · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel G

Series 65

San Diego, CA

International Private Wealth Advisors LLC

Daniel Guillen is a financial advisor at International Private Wealth Advisors LLC with 12 years of industry experience. He holds the Series 65 designation and has worked at several firms, including MGO Private Wealth, Forta Financial Group, Axxcess Wealth Management, and Sentry Pacific Financial Group. Outside of his advisory role, Guillen is involved as a managing member and insurance agent at Private Wealth Insurance Solutions, LLC, serves as president and insurance agent at North Wealth Insurance Agency, Inc., and is a board member of SMRT1 Technologies Ltd. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds and ETFs, along with individual equities and alternative investments, managing most client assets on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Todd L

Series 66

San Diego, CA

International Private Wealth Advisors LLC

Todd Lunsford is a financial advisor with International Private Wealth Advisors LLC and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at MGO Private Wealth, LLC and Legacy Private Client Group, Inc. In addition to his advisory work, he is licensed as an insurance agent and spends part of his time involved in insurance activities. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized, primarily long-term strategies using diversified mutual funds, ETFs, individual equities, fixed income, and alternative investments, managing most client assets on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Louis B

CFP®, Series 63

Irvine, CA

International Private Wealth Advisors LLC

Louis Barajas is a CFP® with 13 years of industry experience, currently serving at International Private Wealth Advisors LLC. He has held roles at multiple firms, including MGO Wealth Advisors and his own entities such as Louis Barajas, Inc. and Business Management Lab, Inc. Outside of his advisory work, he is involved with the US-LATAM Tax Group, LLC, which he has been associated with since 1984. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds, ETFs, and other investment vehicles, managing most client assets on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
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