International Private Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Demographic focus
Fee options
Financial planning services offered for fixed engagement fees ranging from $1,350 to $25,000 per engagement.
$0+: 0.50% unspecified - unspecified: up to 1.00%
Main office
See office3160 Camino Del Rio South
San Diego CA 92108
Advisors at this office
2
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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