CRD: 323032
International Private Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2022
- Office Locations
- 2
Office Locations
About International Private Wealth Advisors LLC
International Private Wealth Advisors (IPWA) is a California wealth management firm serving families and business owners with financial planning, investment management, and risk management, including business planning support. The firm uses a “Risk Number” questionnaire and portfolio analysis to align portfolios and build a Retirement Map. Based in San Diego and Orange County, IPWA is led by founder Louis Barajas, who is active in financial media.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LOUIS (NMN) BARAJAS
Founder, Managing Member
- CRD
- #1542714
- Ownership
- 50% but less than 75%
DANIEL (NMN) GUILLEN
Advisor, Managing Member
- CRD
- #6243750
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,693,458 | $292,402 |
| Non-Discretionary | $12,647,624 | $2,529,525 |
| Total | $255,341,082 | $305,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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