Irvine, CA Office

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.