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Intercontinental Wealth Advisors, LLC

Intercontinental Wealth Advisors, LLC is a RIA based in San Antonio, TX with $435M in AUM and with 11 advisors nationwide.

Advisors (11)

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Name Start Date
Juan Pablo Villamarin Jul 2013
John Leo Kauth Mar 2003
Sylvia S Romo Apr 2013
Alfredo Larosa Mar 2003
Guillermo Aaron Borrego Jul 2013
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$434.5M
Total Assets
590
Accounts
$736.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   Renaissance Partnership, Ltd. (50% to 75%)
  •   Grump Holdings, Ltd (25% to 50%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Isidoro Korngold Member 08/01/1997
Michael Joseph Carl Roth President 07/01/2001
Charles Day Lutz Director Chief Operating Officer 03/01/2006
Alfredo Larosa Executive Vice President 08/01/1997
John Maurice Hennessy Vice President Business Development 02/01/2007

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
300 Convent Street, Suite 1350
San Antonio , TX 78205-3729
Phone Number: 210-271-7947
Other Offices Address City State Zip
18851 NE 29th Ave, Ste 711 Aventura FL 33180

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets