# 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.

- CRD: 323032
- Filed as: INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323032
- AdvisorCensus page: https://advisorcensus.com/firm/international-private-wealth-advisors-llc-san-diego-ca-323032

## Quick answers

**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).

**How much does International Private Wealth Advisors LLC charge?**
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); Flat fee: $1,350 to $25,000 (financial planning services). 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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

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

> 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

> IPWA generally does not impose a minimum relationship size.

- Flat fee: $1,350 to $25,000 (financial planning services)

> IPWA offers financial planning services for a fixed engagement fee ranging from $1,350 to $25,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $255,341,082
- Discretionary: $242,693,458
- Non-discretionary: $12,647,624

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Santa Ana, CA

### Websites listed on Form ADV (Item 1.I)
- ipwadvisors.com
- LinkedIn @international-private-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 6 | August 30, 2022 |
| October 2023 | $102,101,803 | 6 | September 27, 2023 |
| October 2024 | $176,915,664 | 6 | March 4, 2024 |
| October 2025 | $229,903,634 | 7 | March 10, 2025 |
| October 2026 | $255,341,082 | 8 | April 30, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $229,903,634 to $255,341,082 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. International Private Wealth Advisors LLC (CRD 323032): Form ADV filing data as of October 2026.