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International Assets Investment Management

Wealth managementRIA

Orlando, FLCRD 144426Updated

International Assets Investment Management is an investment adviser based in Orlando, FL, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.57 billion, as filed on 30 January 2026.

$2.57B
AUM
5,961
Clients
$424K
AUM per individual client
113
Advisory staff
96
Offices
3.00%
Annual fee
Up to

From Form ADV filed 30 January 2026SEC record

Services and clients

International Assets Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.

International Assets Investment Management reports 5,961 clients. They include 3,798 individual clients, 2,073 high-net-worth individuals, and 90 corporations and other businesses. Of its assets, 69.0% ($1.77B across 7,636 accounts) are managed with discretion; $796M across 895 accounts are not. Of its clients, 1% are outside the U.S. It advised 42 clients without assets under management last fiscal year.

Clients and assets by client type
Clients5,961 clients
Assets$2.57B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)64%37%
High-net-worth individuals35%60%
Corporations and other businesses2%3%
Client breakdown and activity details
Individuals (other than HNW)
Clients
3,798
Regulatory AUM
$944M
AUM share
36.8%
Avg. per client
$249K
High-net-worth individuals
Clients
2,073
Regulatory AUM
$1.54B
AUM share
60.0%
Avg. per client
$744K
Corporations and other businesses
Clients
90
Regulatory AUM
$82.7M
AUM share
3.2%
Avg. per client
$919K

Total

Clients
5,961
Regulatory AUM
$2.57B
AUM share
100%
Avg. per client
$431K
Clients outside the U.S.
1%
Clients advised without assets under management last fiscal year
42
Private funds advised
0
Financial planning clients last fiscal year
101–250

Fees and minimums

International Assets Investment Management charges up to 3.00% a year for its Investment Advisory Services. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.

Fee details and sources

Other fees

Financial Planning Services
Financial planning is charged hourly at up to $500 per hour, or as a fixed fee negotiated from the expected hours; fees are negotiable and an hours estimate is given beforehand.

Ownership and people

Pecunia Management, LLC owns 75% or more of International Assets Investment Management and is in turn owned by Iaa Investment Holdings, LLC (75% or more). The leadership team of International Assets Investment Management includes President Matthew Lampman, Chief Financial Officer David Weinberger and Chief Compliance Officer Richard Weiss. It has 124 employees, 113 of them in advisory roles.

Leadership

  • Matthew Lampman
    President/Chief Operating Officer
  • David Weinberger
    Chief Financial Officer
  • Richard Weiss
    Chief Compliance Officer
  • Edward Cofrancesco
    CEO
  • Myra Nicholson
    Chief Legal Officer

Investment adviser representatives

122 representatives listed in the SEC register as of 9 October 2026.

  • Erkan Eric Afacan
  • Robert Michael Alvarez
  • Kevin Daniel Barletta
  • Edward Gary Beckerman
  • Steven Wesley Beckerman
  • Adam Phillip Bell
  • Andrew Van Blackwell
  • Nicholas Blackwell
  • Russell Scott Blum
  • Justin Adam Bodnar
  • Leroy Born
  • Drew Bowen

Staff

  • 124 employees
  • 113 in advisory functions
  • 124 state-registered reps
  • 90 broker-dealer reps
  • 95 insurance agents
Who owns the firm
International Assets Investment Management, LLC· the adviser

  • Pecunia Management, LLC

    Control person · since December 2006

    Owns 75% or more of International Assets Investment Management, LLC

    • Iaa Investment Holdings, LLC

      Control person · since February 2023

      Owns 75% or more of Pecunia Management, LLC

      • RIA Holding Company

        Control person · since February 2023

        Owns 75% or more of Iaa Investment Holdings, LLC

        • Richard Desichirrevocable 2005 South Dakota Trust Fbo of Jeffrey Desichand Richard Desicha. Desich

          Control person · since February 2023

          Owns 75% or more of RIA Holding Company

          • South Dakota Trustcompany, LLC

            Trustee · Control person · since February 2023

Growth and acquisitions

International Assets Investment Management’s regulatory assets grew 2.2× from $1.19B (July 2021) to $2.57B (January 2026); clients rose from 3,644 to 5,961 and employees were 124 in both filings.

By annual filing
Measure
Figures from each annual filing
International Assets Investment Management figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
January 2026$2.57B5,96112496
July 2025$2.21B5,28312893
March 2024$1.69B4,81512293
April 2023$1.44B4,58012693
June 2022$1.36B4,11711833
July 2021$1.19B3,64411933

Offices and registration details

Besides its headquarters, International Assets Investment Management has 95 offices (5 private residences, listed without an address), with 21 listed addresses across 12 states.

Listed office addresses by state

Florida · 6 listed addresses

  • 111 North Orange Avenue, Suite 1000, OrlandoHQ
  • 1615 Forum Place, West Palm Beach
  • 12 S.e. Street 7th, FT Lauderdale
  • 1001 3rd Avenue, Bradenton
  • 1061 E. Indiantown Road, Jupiter
  • 1011 3rd Street N, Jacksonville Beach

Other business names

International Assets Investment Management has reported 56 other business names to the SEC.

  • Abe Wealth Management
  • Afacan Wealth Management
  • Arrow Advisors
  • Atlantic Wealth Management, Inc.
  • Atx Financial
  • Beckerman & Associates, LLC
  • Blacor USA
  • Born Capital Partners
  • C A Ross Wealth Management Group
  • Choice Financial Services
  • Denison Financial
  • Dixon Financial Partners
Show all 56 names
  • Ecl Private Wealth Management
  • Elevate Private Wealth Group, LLC
  • FFS Advisory
  • G2 Rampart Consulting, LLC
  • Globull Investments
  • Gold Leaf Investments
  • Gramps Wealth Management
  • Hall Wealth Advisors
  • Harrison Financial Management, LLC
  • Iaa Wealth Management
  • Infinity Wealth Management, LLC
  • Jag Shore Enterprises
  • Knapp Financial Group LLC
  • LR Vassallo & Assoc
  • Lane Wealth Management
  • Lindbloom Investment Services, LLC
  • Loyal Trust Private Wealth
  • MCW Wealth Management
  • Main Street Wealth Management, LLC
  • Miller Wealth Management
  • Mountain Peak Financial Solutions
  • Nelson Financial Services
  • Nichols Financial Group, Inc
  • Nola Financial Wealth Management
  • O'Neil Wealth Services, LLC
  • Pathlight Investing
  • Platinum Investments, LLC
  • Porter-Ray Group
  • Rising Sun Wealth Management
  • Rockbridge Wealth Management
  • Rockport Global LLC
  • Seaside Wealth Management, LLC
  • Sequential Financial Group, LLC
  • Sevenoaks Private Wealth, LLC
  • Spencer Samuels Insurance & Financial Services
  • Steed Wealth Management, LLC
  • Sterling Noble Wealth Management
  • T. Spencer Samuels Insurance & Financial SVCS.
  • Toussaint Financial
  • United Wealth Management
  • Vermont Wealth Management
  • W.J. Conn Capital
  • Winn Partners Financial Group
  • Woods Associates

Contact and registration details

Legal name
International Assets Investment Management, LLC
Headquarters
111 North Orange Avenue, Suite 1000, Orlando, FL 32801
Website
iaac.com
Phone
407-254-1500
LinkedIn
@international-assets-advisory
SEC file
801-68114
Structure
Florida LLC
Fiscal year end
December

Custodians

International Assets Investment Management uses RBC Capital Markets ($104M) as custodian for its separately managed accounts. International Assets Investment Management does not have custody of client assets.

Reported separately managed account assets by custodian
$104M
named custodians
  • RBC Capital MarketsRBC Capital Markets, LLC · New York, NY · $104M100%

Investments and reported holdings

At year end, International Assets Investment Management’s separately managed accounts were largely in stocks (48%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.67B across 2,359 positions; the largest are Nvidia Corporation (5.4%), Apple Inc. (5.4%) and Amazon Com Inc. (2.7%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks48%
    • Exchange-traded equities47%
    • Non-exchange-traded equities1%
  • Funds34%
  • Bonds6%
    • Investment grade corporate bonds3%
    • U.S. government and agency bonds1%
    • State and local bonds1%
    • High-yield corporate bonds1%
  • Cash12%

Reported 13F holdings

$1.67B
Reported 13F value
2,359
Positions
25.0%
In the 10 largest
+16.2%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Nvidia Corporation5.4%
  2. Apple Inc.5.4%
  3. Amazon Com Inc.2.7%
  4. Invesco Qqq TR · Unit Ser 12.7%
  5. Microsoft Corp.2.0%
  6. Broadcom Inc.1.5%
  7. State Str SPDR S&P 500 ETF T · TR Unit1.5%
  8. Tesla Inc.1.4%
  9. Alphabet Inc. · Cap Stk CL A1.3%
  10. Palantir Technologies Inc. · CL A1.2%

Together, the ten largest are 25.0% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 22 July 2026

Common questions

How many clients does International Assets Investment Management have?

International Assets Investment Management has 5,961 clients and manages $2.57 billion for them, as of January 2026. They include 3,798 individual clients, 2,073 high-net-worth individuals, and 90 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026

What services does International Assets Investment Management offer?

International Assets Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does International Assets Investment Management charge?

International Assets Investment Management charges up to 3.00% a year for its Investment Advisory Services. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $50,000.

Source: IAIM ADV PART 2A 7.01.2025, filed 30 January 2026

Which custodians does International Assets Investment Management use?

International Assets Investment Management’s separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $104M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026

How many financial advisors does International Assets Investment Management have?

International Assets Investment Management has 124 investment adviser representatives registered with state securities authorities, out of 124 employees, and 113 perform investment advisory functions. 90 employees are registered representatives of a broker-dealer and 95 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does International Assets Investment Management invest in?

At the end of its last fiscal year, International Assets Investment Management’s separately managed accounts held 47% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% high-yield corporate bonds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Does International Assets Investment Management have a minimum investment?

Yes, International Assets Investment Management’s minimum account size for its Investment Advisory Services is $50K.

Source: IAIM ADV PART 2A 7.01.2025, filed 30 January 2026

Who owns International Assets Investment Management?

International Assets Investment Management’s direct owner is Pecunia Management, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026

How does International Assets Investment Management get paid?

International Assets Investment Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact International Assets Investment Management?

International Assets Investment Management’s main office is at 111 North Orange Avenue, Suite 1000, Orlando, FL 32801. Its phone number is 407-254-1500. Its website is iaac.com.

Source: Form ADV Part 1A, Item 1.F, filed 30 January 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 30 January 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAIM ADV PART 2A 7.01.2025, submitted 30 January 2026.
  3. IAPD firm record, CRD 144426.
  4. SEC registered adviser data, annual Form ADV amendments filed 30 July 2021 to 30 January 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.
  6. Form 13F-HR, filed 22 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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