RIA Intel›Advisers›Iowa›INDEPENDENT WEALTH NETWORK, INC.

INDEPENDENT WEALTH NETWORK, INC.

Advisory

N·URBANDALE, IA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Total AUM
$423M
1-Year AUM Growth
0.0%
3-Year CAGR
+13.9%
Employees
25
Assets Under Management
Total AUM$423M
Discretionary AUM$362M
Non-Discretionary AUM$61M
Discretionary %85.6%
Total Clients1,365
Team
Total Employees25
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record45
First FilingMay 2, 2017
Latest FilingJan 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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