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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

CRD 323032

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:669bc185-c181-d9f0-d4ea-ee7e92806c32

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Aug 30, 2022 to Apr 30, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $255MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $243M
Private client RAUM: $224MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $85.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 835
Individual clients: 343
High net worth clients: 41
SEC number: 801-126652
CRD: 323032
Filings on the tape: 9
First filed: Aug 30, 2022
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, CA
Website: ipwadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LOUIS (NMN) BARAJAS	Certified Financial Planner	IRVINE, CA	3	42	2	no
DANIEL (NMN) GUILLEN	n/a	SAN DIEGO, CA	3	13	4	no
TODD ERIC LUNSFORD	n/a	SAN DIEGO, CA	3	23	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARAJAS & GUILLEN GROUP, LLC	Member	E	yes	06/2022	Aug 30, 2022	Mar 4, 2024
BARAJAS, LOUIS, (NMN)	MANAGING MEMBER	D	yes	06/2022	Aug 30, 2022	Mar 4, 2024
BARAJAS, LOUIS, (NMN)	MANAGING MEMBER	Na	yes	06/2022	Aug 30, 2022	Mar 4, 2024
GUILLEN, DANIEL, (NMN)	MANAGING MEMBER	D	yes	06/2022	Aug 30, 2022	Mar 4, 2024
GUILLEN, DANIEL, (NMN)	MANAGING MEMBER	Na	yes	06/2022	Aug 30, 2022	Mar 4, 2024
LUNSFORD, TODD, ERIC	CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Nov 8, 2023	Mar 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRIVATE WEALTH INSURANCE SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a
US-LATAM TAX GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Irvine	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$255M	$243M	8	3	1	n/a	n/a
2024	Mar 10, 2025	$230M	$217M	7	3	1	n/a	n/a
2023	Mar 4, 2024	$177M	$168M	6	4	1	n/a	n/a
2022	Mar 14, 2023	$102M	$102M	6	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$255M	$230M	11.1%	$102M	35.7%	8	7	1	1

Relationships

Registered with (4)

← TODD ERIC LUNSFORDAdvisorregistration: current employment
Aug 10, 2023 to presentfactForm ADV
← DANIEL (NMN) GUILLENAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← LOUIS (NMN) BARAJASAdvisorregistration: current employment
Sep 29, 2022 to presentfactForm ADV
← UZIEL GOMEZAdvisorregistration: previous registration
Jun 27, 2023 to Mar 27, 2024factForm ADV

Controls (4)

← BARAJAS, LOUIS, (NMN)OwnerMANAGING MEMBER, ownership code D, individual
Aug 30, 2022 to Mar 4, 2024factForm ADV
← LUNSFORD, TODD, ERICOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 8, 2023 to Mar 4, 2024factForm ADV
← GUILLEN, DANIEL, (NMN)OwnerMANAGING MEMBER, ownership code D, individual
Aug 30, 2022 to Mar 4, 2024factForm ADV
← BARAJAS & GUILLEN GROUP, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 30, 2022 to Mar 4, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
Uziel Gomez left International Private Wealth Advisors Llc for Equalis Financial (registered 2024-05-08)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2023
Control person joined
Eric Todd Lunsford (Chief Compliance Officer) appeared on Schedule A of International Private Wealth Advisors Llc
Form ADVobserved 4 days ago
Occurred
Aug 30, 2022
First Form ADV filing
International Private Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:669bc185-c181-d9f0-d4ea-ee7e92806c32
First observed: Aug 30, 2022
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

CRD 323032

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:669bc185-c181-d9f0-d4ea-ee7e92806c32

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LOUIS (NMN) BARAJAS

Certified Financial Planner

IRVINE, CA

DANIEL (NMN) GUILLEN

n/a

SAN DIEGO, CA

TODD ERIC LUNSFORD

n/a

SAN DIEGO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARAJAS & GUILLEN GROUP, LLC

Member

yes

06/2022

Aug 30, 2022

Mar 4, 2024

BARAJAS, LOUIS, (NMN)

MANAGING MEMBER

yes

06/2022

Aug 30, 2022

Mar 4, 2024

BARAJAS, LOUIS, (NMN)

MANAGING MEMBER

yes

06/2022

Aug 30, 2022

Mar 4, 2024

GUILLEN, DANIEL, (NMN)

MANAGING MEMBER

yes

06/2022

Aug 30, 2022

Mar 4, 2024

GUILLEN, DANIEL, (NMN)

MANAGING MEMBER

yes

06/2022

Aug 30, 2022

Mar 4, 2024

LUNSFORD, TODD, ERIC

CHIEF COMPLIANCE OFFICER

yes

08/2023

Nov 8, 2023

Mar 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRIVATE WEALTH INSURANCE SOLUTIONS, LLC

n/a

yes

n/a

US-LATAM TAX GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Irvine

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$255M

$243M

n/a

2024

Mar 10, 2025

$230M

$217M

n/a

2023

Mar 4, 2024

$177M

$168M

n/a

2022

Mar 14, 2023

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$255M

$230M

11.1%

$102M

35.7%