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Intercontinental Wealth Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Intercontinental Wealth Advisors, LLC is a San Antonio-based financial services firm that designs, implements, and monitors customized investment plans responsive to market shifts and clients' life circumstances. Its approach aims to reduce income and capital gains taxes to facilitate wealth transfer to future generations or charitable causes, serving high net worth individuals, corporations, and nonprofit organizations.

The Intercontinental group encompasses Intercontinental Asset Management Group, LTD, a registered broker-dealer that provides trading and execution across stocks, bonds, mutual funds, options, futures, and selected derivatives through a global partner network, with no proprietary products and no inventory. Client assets are held by Pershing LLC, a wholly owned subsidiary of the Bank of New York Mellon, and are insured by SIPC, reflecting a no-conflict trading stance. Intercontinental Insurance Agency, LLC adds life and other insurance solutions to support estate and income planning within the same group.

Find Intercontinental Wealth Advisors employees' phone numbers or email addresses

Intercontinental Wealth Advisors Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Intercontinental Wealth Advisors's Leadership

  • Stylized image of a person
    J. K.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    M. L.
    President
    Mobile Phone
  • Stylized image of a person
    I. Q.
    Mobile Phone

Intercontinental Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Intercontinental Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. K.
    Chief Executive Officer
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. L.
    President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    I. Q.
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Intercontinental Wealth Advisors known for?

Minus sign iconPlus sign iconIntercontinental Wealth Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-210-271-****
. Explore Intercontinental Wealth Advisors's company overview page for more information.

What is Intercontinental Wealth Advisors's most common email format?

Minus sign iconPlus sign iconIntercontinental Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Intercontinental Wealth Advisors email formats with LeadIQ.

How many employees does Intercontinental Wealth Advisors have currently?

Minus sign iconPlus sign iconIntercontinental Wealth Advisors has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Intercontinental Wealth Advisors's key employees and leadership?

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As of July 2026, Intercontinental Wealth Advisors's key employees include:

  • Chief Executive Officer: J. K.
  • President: M. L.
  • : I. Q.

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