RIA Intel›Advisers›Texas›INTERCONTINENTAL WEALTH ADVISORS, LLC

INTERCONTINENTAL WEALTH ADVISORS, LLC

Advisory

N·SAN ANTONIO, TX

Data as of Aug 2, 2023 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
-12.4%
3-Year CAGR
+14.5%
Employees
23
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.4B
Non-Discretionary AUM$92M
Discretionary %94%
Total Clients—
Team
Total Employees23
Investment Advisers23
Employee Growth (1Y)—
Filing History
Total Filings on Record39
First FilingMar 9, 2006
Latest FilingAug 2, 2023
🔒 Full AUM trend chart and 39 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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