SEC Form ADV

INDEPENDENT WEALTH NETWORK, INC.

Firm profile: Independent Wealth Network — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIA

$518.4M

Assets Under Management

2,881

Total Clients

Employees

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Registration Details

Accession: CRD-286262
Location: URBANDALE, IA
Filing Date: March 30, 2026
AUM: $518.4M
Total Clients: 2,881
Institutional Clients: 11
Employees: 37
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

INDEPENDENT WEALTH NETWORK, INC. is a registered investment adviser headquartered in URBANDALE, IA, managing approximately $518.4M in assets across 2,881 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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