RIA Intel›Advisers›California›INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

Advisory

N·SAN DIEGO, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$255M
1-Year AUM Growth
+73.3%
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$255M
Discretionary AUM$243M
Non-Discretionary AUM$13M
Discretionary %95%
Total Clients407
Team
Total Employees3
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingAug 30, 2022
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ 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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