International Private Wealth Advisors Llc
- Regulatory AUM
- $255M
- Discretionary
- $243M
- Clients
- 389
- Avg AUM / client
- $656K
- Accounts
- 835
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 343 | $139M | 54.3% |
| High net worth individuals | 41 | $85.5M | 33.5% |
| Pension and profit sharing plans | 5 | $12.6M | 4.95% |
| Corporations and other businesses | Fewer than 5 clients | $18.4M | 7.21% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel (Nmn) Guillen | Managing Member | Jun 2022 (4y) | ≈ 37.5% – 75% via Barajas & Guillen Group, Llc | |
| Louis (Nmn) Barajas | Managing Member | CFP | Jun 2022 (4y) | ≈ 37.5% – 75% via Barajas & Guillen Group, Llc |
| Todd Eric Lunsford | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Barajas & Guillen Group, Llc | Member | Jun 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Daniel (Nmn) Guillen: 50% – 75% of Barajas & Guillen Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Louis (Nmn) Barajas: 50% – 75% of Barajas & Guillen Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $147M (58% of AUM) Apr 2026
- Charles Schwab & Co. $93.3M (37% of AUM) Apr 2026
- Dunham & Associates Investment Counsel, Inc. $12.8M (13% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗