Overview
Assets Under Management: $423 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 238
Average Client Assets: $980,854
Frequently Asked Questions
INDEPENDENT WEALTH NETWORK, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286262), INDEPENDENT WEALTH NETWORK, INC. is subject to fiduciary duty under federal law.
INDEPENDENT WEALTH NETWORK, INC. is headquartered in URBANDALE, IA.
INDEPENDENT WEALTH NETWORK, INC. serves 238 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENT WEALTH NETWORK, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INDEPENDENT WEALTH NETWORK, INC. manages $423 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, INDEPENDENT WEALTH NETWORK, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 238
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.24
Average High-Net-Worth Client Assets: $980,854
Total Client Accounts: 2,626
Discretionary Accounts: 2,496
Non-Discretionary Accounts: 130
Regulatory Filings
CRD Number: 286262
Filing ID: 2026654
Last Filing Date: 2025-11-10 16:24:44
Website: 16