INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

3160 Camino Del Rio South
Ste 313
San Diego, California 92108
Tel: 858-384-5700

About INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC, formally registered with the SEC as INTERNATIONAL PRIVATE WEALTH ADVISORS LLC. The firm was established in 09/29/2022. They have over 2 offices throughout the country.

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC is a San Diego, California based Financial Planning firm with nearly $176,915,664 assets under management, offering retirement planning & investment advisory services to 709 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323032
SEC#	801-126652
Assets Managed by Firm	$176,915,664
No. of Clients	709
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	709	$176,915,664
Individuals (other than high net worth individuals)	335	$51,101,827
High net worth individuals	38	$82,515,119
Pension and profit sharing plans	54	$23,743,236
Corporations or other businesses	8	$19,555,482

More Retirement Planning firms in San Diego, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in San Diego, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.