INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD #323032 SEC #801-126652 SAN DIEGO, CA 858-384-5700
SEC Registered
Total AUM
$229.9M
Discretionary
$216.9M
Employees
7
Clients
10
Accounts
862
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | NA | Control |
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | NA | Control |
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | NA | Control |
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | NA | Control |
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | NA | Control |
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | NA | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER | NA | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER | NA | Control |
| LUNSFORD, TODD, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUNSFORD, TODD, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUNSFORD, TODD, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARAJAS & GUILLEN GROUP, LLC | DE | MEMBER | E | Control |
| BARAJAS & GUILLEN GROUP, LLC | DE | MEMBER | E | Control |
| BARAJAS & GUILLEN GROUP, LLC | DE | MEMBER | E | Control |
| BARAJAS & GUILLEN GROUP, LLC | DE | MEMBER | E | Control |
| BARAJAS & GUILLEN GROUP, LLC | DE | MEMBER | E | Control |
| BARAJAS & GUILLEN GROUP, LLC | DE | MEMBER | E | Control |
| BARAJAS, LOUIS, (NMN) | I | MANAGING MEMBER | D | Control |
| GUILLEN, DANIEL, (NMN) | I | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARAJAS, LOUIS, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| BARAJAS, LOUIS, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| BARAJAS, LOUIS, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| BARAJAS, LOUIS, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| BARAJAS, LOUIS, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| BARAJAS, LOUIS, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| GUILLEN, DANIEL, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| GUILLEN, DANIEL, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| GUILLEN, DANIEL, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| GUILLEN, DANIEL, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| GUILLEN, DANIEL, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
| GUILLEN, DANIEL, (NMN) | I | BARAJAS & GUILLEN GROUP, LLC | D | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (3)
CA FL TX
Address
3160 CAMINO DEL RIO SOUTHSTE 313
SAN DIEGO, CA 92108
United States
Phone: 858-384-5700