San Diego, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
International Private Wealth Advisors LLC
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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.
Expertise
Location
3160 Camino Del Rio South
San Diego CA 92108
Advisors at this office
2
Advisors at this office
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 13 years of industry experience. He holds a Series 65 designation and has worked previously at MGO Private Wealth, Forta Financial Group, Axxcess Wealth Management, and Sentry Pacific Financial Group. Outside of advisory roles, he serves as managing member and insurance agent at Private Wealth Insurance Solutions, LLC, 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 wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages roughly $255 million and employs a long-term investment approach combining fundamental and technical analysis to construct diversified portfolios using mutual funds, ETFs, individual securities, alternative investments, and third-party sub-advisers.
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.
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