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International Private Wealth Advisors LLC

Updated today

Client AUM

$224,275,089

Clients

384

Advisors

3

across 2 offices

About

International Private Wealth Advisors LLC provides wealth management, financial planning and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. Founded in 2022, the SEC‑registered adviser manages roughly $255 million for about 384 clients and offers both discretionary and non‑discretionary portfolio management.

The firm generally pursues a long‑term investment approach that combines fundamental and technical analysis to construct diversified portfolios primarily using low‑cost mutual funds and ETFs, while also employing individual stocks, bonds, alternative investments and third‑party sub‑advisers when appropriate. IPWA works directly with clients to set objectives and asset allocations, monitors accounts on an ongoing basis, and uses third‑party platforms and TAMP relationships for trading, rebalancing and back‑office support.

Noteworthy distinctions include affiliated businesses: an insurance agency (Corazon Financial and Insurance Services, LLC) through which advisory personnel, in a separate capacity, sell life insurance and annuities (reported to occupy roughly 15–20% of their time), and affiliated entities focused on financial coaching and tax services (Corazon Financial Advocates LLC and US‑LATAM Tax Group, LLC). The firm also discloses institutional relationships with TAMPs and custodians that provide software, research and other economic benefits, and states these affiliations and referral arrangements are managed through its fiduciary policies and disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

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

Demographic focus

Immigrants

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Fee options

Fixed

Financial planning services offered for fixed engagement fees ranging from $1,350 to $25,000 per engagement.

Percentage

$0+: 0.50% unspecified - unspecified: up to 1.00%

Main office

See office

3160 Camino Del Rio South

San Diego CA 92108

Advisors at this office

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) Immigrants
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, holding a Series 66 designation and 22 years of industry experience. He previously worked at MGO Private Wealth, LLC for seven years. In addition to his advisory role, he is licensed as an insurance agent, spending a portion of his time selling various types of insurance including life and annuity products. International Private Wealth Advisors LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments, managing approximately $255 million for around 384 clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Immigrants
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) Immigrants
View complete list of advisors at this firm
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