INTERCONTINENTAL WEALTH ADVISORS, LLC
CRD #114787 SEC #801-66430 SAN ANTONIO, TX 210-271-7947
SEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
Employees
23
Clients
1
Accounts
1,679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $1.5B | $1.4B | $92.5M | 23 | 2 |
| Jul 2023 | $1.5B | $1.4B | $92.5M | 23 | 2 |
| Jul 2023 | $1.5B | $1.4B | $92.5M | 23 | 2 |
| Mar 2023 | $1.5B | $1.4B | $92.5M | 23 | 2 |
| Mar 2022 | $1.8B | $1.6B | $126M | 27 | 0 |
| Nov 2021 | $1.4B | $1.4B | $0 | 25 | 0 |
| Jul 2021 | $1.4B | $1.4B | $0 | 25 | 0 |
| Jun 2021 | $1.4B | $1.4B | $0 | 25 | 0 |
| May 2021 | $1.4B | $1.4B | $0 | 25 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 25 | 0 |
| Jan 2021 | $1B | $1B | $0 | 28 | 0 |
| Sep 2020 | $1B | $1B | $0 | 28 | 0 |
| Jun 2020 | $1B | $1B | $0 | 28 | 0 |
| Feb 2020 | $1B | $1B | $0 | 28 | 0 |
| Nov 2019 | $852.8M | $852.8M | $0 | 20 | 0 |
| Oct 2019 | $852.8M | $852.8M | $0 | 20 | 0 |
| Mar 2019 | $852.8M | $852.8M | $0 | 20 | 0 |
| May 2018 | $825.4M | $825.4M | $0 | 18 | 0 |
| Mar 2018 | $825.4M | $825.4M | $0 | 18 | 0 |
| Mar 2017 | $763.9M | $762.9M | $998.6K | 15 | 700 |
| Nov 2016 | $611.3M | $611.3M | $0 | 14 | 700 |
| Mar 2016 | $611.3M | $611.3M | $0 | 14 | 700 |
| Nov 2015 | $485.9M | $485.9M | $0 | 17 | 600 |
| Aug 2015 | $485.9M | $485.9M | $0 | 12 | 600 |
| Mar 2015 | $485.9M | $485.9M | $0 | 12 | 600 |
| Mar 2014 | $434.5M | $434.5M | $0 | 14 | 600 |
| Apr 2013 | $414.8M | $316.5M | $98.2M | 12 | 600 |
| Sep 2012 | $348.2M | $261.8M | $86.4M | 6 | 600 |
| Apr 2012 | $348.2M | $261.8M | $86.4M | 6 | 600 |
| Mar 2012 | $348.2M | $261.8M | $86.4M | 6 | 600 |
| Feb 2011 | $316.8M | $220.2M | $96.7M | 10 | -- |
| Mar 2009 | $158M | $112.9M | $45M | 10 | -- |
| Mar 2008 | $170.3M | $101.9M | $68.4M | 10 | -- |
| Mar 2007 | $144.3M | $78.7M | $65.6M | 10 | -- |
| Mar 2006 | $34.9M | $0 | $34.9M | 10 | -- |
| Mar 2006 | $34.9M | $0 | $34.9M | 10 | -- |
DateAug 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$92.5M
Employees23
Clients2
DateJul 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$92.5M
Employees23
Clients2
DateJul 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$92.5M
Employees23
Clients2
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$92.5M
Employees23
Clients2
DateMar 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$126M
Employees27
Clients0
DateNov 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients0
DateJun 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients0
DateJan 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees28
Clients0
DateSep 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees28
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees28
Clients0
DateFeb 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees28
Clients0
DateNov 2019
Total AUM$852.8M
Discretionary$852.8M
Non-Disc.$0
Employees20
Clients0
DateOct 2019
Total AUM$852.8M
Discretionary$852.8M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$852.8M
Discretionary$852.8M
Non-Disc.$0
Employees20
Clients0
DateMay 2018
Total AUM$825.4M
Discretionary$825.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$825.4M
Discretionary$825.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2017
Total AUM$763.9M
Discretionary$762.9M
Non-Disc.$998.6K
Employees15
Clients700
DateNov 2016
Total AUM$611.3M
Discretionary$611.3M
Non-Disc.$0
Employees14
Clients700
DateMar 2016
Total AUM$611.3M
Discretionary$611.3M
Non-Disc.$0
Employees14
Clients700
DateNov 2015
Total AUM$485.9M
Discretionary$485.9M
Non-Disc.$0
Employees17
Clients600
DateAug 2015
Total AUM$485.9M
Discretionary$485.9M
Non-Disc.$0
Employees12
Clients600
DateMar 2015
Total AUM$485.9M
Discretionary$485.9M
Non-Disc.$0
Employees12
Clients600
DateMar 2014
Total AUM$434.5M
Discretionary$434.5M
Non-Disc.$0
Employees14
Clients600
DateApr 2013
Total AUM$414.8M
Discretionary$316.5M
Non-Disc.$98.2M
Employees12
Clients600
DateSep 2012
Total AUM$348.2M
Discretionary$261.8M
Non-Disc.$86.4M
Employees6
Clients600
DateApr 2012
Total AUM$348.2M
Discretionary$261.8M
Non-Disc.$86.4M
Employees6
Clients600
DateMar 2012
Total AUM$348.2M
Discretionary$261.8M
Non-Disc.$86.4M
Employees6
Clients600
DateFeb 2011
Total AUM$316.8M
Discretionary$220.2M
Non-Disc.$96.7M
Employees10
Clients--
DateMar 2009
Total AUM$158M
Discretionary$112.9M
Non-Disc.$45M
Employees10
Clients--
DateMar 2008
Total AUM$170.3M
Discretionary$101.9M
Non-Disc.$68.4M
Employees10
Clients--
DateMar 2007
Total AUM$144.3M
Discretionary$78.7M
Non-Disc.$65.6M
Employees10
Clients--
DateMar 2006
Total AUM$34.9M
Discretionary$0
Non-Disc.$34.9M
Employees10
Clients--
DateMar 2006
Total AUM$34.9M
Discretionary$0
Non-Disc.$34.9M
Employees10
Clients--