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International Private Wealth Advisors LLC

San Diego, CASEC-registered investment adviserCRD 323032

Filed as INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

International Private Wealth Advisors LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

4 years
registered since 2022
$255,341,082
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is International Private Wealth Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), International Private Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

What does International Private Wealth Advisors LLC's brochure say about its fees?

Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is International Private Wealth Advisors LLC located?

International Private Wealth Advisors LLC's principal office is in San Diego, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is International Private Wealth Advisors LLC registered with the SEC or a state?

International Private Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323032.

How much does International Private Wealth Advisors LLC manage?

International Private Wealth Advisors LLC reports $255,341,082 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (95% discretionary).

How have International Private Wealth Advisors LLC's assets and staff changed since 2022?

In the Form ADV data for International Private Wealth Advisors LLC: Regulatory assets under management: $0 in the October 2022 data and $255,341,082 in the October 2026 data. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does International Private Wealth Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (343); high net worth individuals (41); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

Which custodians does International Private Wealth Advisors LLC use?

International Private Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does International Private Wealth Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323032

Does International Private Wealth Advisors LLC state an account minimum?

Its Form ADV Part 2A brochure dated April 30, 2026 says: "IPWA generally does not impose a minimum relationship size."

What changed in International Private Wealth Advisors LLC's recent Form ADV filings?

In the March 2026 filing data: Regulatory assets under management went from $229,903,634 to $255,341,082 (+11%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

The brochure's wording
Investment advisory fees range from 0.50% to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

Account minimum: None

The brochure's wording
IPWA generally does not impose a minimum relationship size.

As stated in the firm's Form ADV Part 2A brochure dated April 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$255,341,082

$255,341,082 as of October 2026, filing dated April 30, 2026.

Discretionary: $242,693,458.Non-discretionary: $12,647,624.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 343 Assets $138,734,819 (54%)
High net worth individuals
Clients 41 Assets $85,540,270 (34%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 5 Assets $12,647,624 (5%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $18,418,369 (7%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 8. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the May 2026 filing
Santa Ana, CA
States registered or notice-filed
3 states or jurisdictions
CAFLTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2022 $102M 2023 $177M 2024 $230M 2025 $255M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$255,341,0828April 30, 2026
October 2025$229,903,6347March 10, 2025
October 2024$176,915,6646March 4, 2024
October 2023$102,101,8036September 27, 2023
October 2022$06August 30, 2022

Regulatory assets under management: $0 in the October 2022 data and $255,341,082 in the October 2026 data.

Total employees: 6 in October 2022 and 8 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. March 2026
    • Regulatory assets under management went from $229,903,634 to $255,341,082 (+11%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ipwadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. International Private Wealth Advisors LLC (CRD 323032): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/international-private-wealth-advisors-llc-san-diego-ca-323032