Overview
Assets Under Management: $423 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 238
Average Client Assets: $980,854
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: 2001889
Last Filing Date: 2025-07-08 11:22:00
Website: https://indwealth.net