Independent Wealth Network, Inc.
Independent Wealth Network, Inc. is an SEC-registered mass-market adviser in Urbandale, IA with $518.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Independent Wealth Network, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286262, SEC 801-110559, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $518.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Urbandale, IA
- Employees
- 37
- Clients
- 1,460
- CRD
- 286262
- Ownership
- ENDELMAN, ANDREW, GREGORY; DINKIN, ARTHUR, LAWRENCE; ZUPANCIC, JEFFREY, LAWRENCE; JACKSON, DEBORAH, SUE; ENDELMAN, ANDREW
How much AUM does Independent Wealth Network, Inc. have?
Independent Wealth Network, Inc. reported $518.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Independent Wealth Network, Inc.?
Disclosed owners and executives of Independent Wealth Network, Inc. include ENDELMAN, ANDREW, GREGORY, DINKIN, ARTHUR, LAWRENCE, ZUPANCIC, JEFFREY, LAWRENCE, JACKSON, DEBORAH, SUE, ENDELMAN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.