Wealth Manager
    SEC Registered
    Manages Private Funds

    Independent Wealth Network, Inc.

    Registered investment advisor · Urbandale, Iowa · CRD #286262

    Assets Under Management
    $518M
    Client Accounts
    2,881
    Employees
    37
    CRD Number
    286262
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Independent Wealth Network, Inc.

    Independent Wealth Network, Inc. is a SEC-registered investment advisory firm that uses technology to empower financial advisors. It offers financial consulting and fiduciary services. The firm focuses on providing top-tier financial guidance and management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Independent Wealth Network, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Independent Wealth Network, Inc.'s AUM?

    Independent Wealth Network, Inc. reports approximately $518M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Independent Wealth Network, Inc. headquartered?

    Independent Wealth Network, Inc. is headquartered in Urbandale, Iowa.

    What is Independent Wealth Network, Inc.'s CRD number?

    Independent Wealth Network, Inc.'s CRD number is 286262. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Independent Wealth Network, Inc. manage?

    Independent Wealth Network, Inc. manages approximately 2,881 client accounts according to its latest SEC filing.

    Is Independent Wealth Network, Inc. SEC registered?

    Yes, Independent Wealth Network, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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