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INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

SAN DIEGO, CA · CRD 323032 · IAPD ↗ · ipwadvisors.com · 858-384-5700

$255.3MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — INTERNATIONAL PRIVATE WEALTH ADVISORS LLC reported RAUM up 30% ($176.9M -> $229.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — INTERNATIONAL PRIVATE WEALTH ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — INTERNATIONAL PRIVATE WEALTH ADVISORS LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — INTERNATIONAL PRIVATE WEALTH ADVISORS LLC reported RAUM up 73% ($102.1M -> $176.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.