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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Wealth Network Inc
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| CRD # | 286262 |
| SEC # | 801-110559 |
| CIK # | 0001891240 |
| AUM | $422.6 M (2025-07-08) |
| Employees | 25 (100% Investors, 36% Brokers) |
| Phone | 515-461-5123 |
| Address | 2350 NW 128th St Urbandale, IA 50323 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Caterpillar Inc | 10.3 | |
| Microsoft Corp | 4.7 | |
| Chevron Corp | 4.5 | |
| Nvidia Corp | 4.2 | |
| Apple Inc | 4.0 | |
| iShares Silver Trust | 3.4 | |
| Amazon Com Inc | 3.1 | |
| Palantir Technologies Inc | 3.1 | |
| SPDR Gold Trust | 2.9 | |
| Facebook Inc | 2.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,115 | 168.3 |
| (b) Individuals (high net worth individuals) | 238 | 233.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 19.0 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,626 | 422.6 |
| By Discretionary | ||
| Discretionary | 2,496 | 361.6 |
| Non-Discretionary | 130 | 60.9 |
| Total | 2,626 | 422.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 422.6 | |
| Total | 2,626 | 422.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001891240] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alliance Wealth Management Group LLC
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NJ | 0.4 |
|
ENZI Wealth LLC
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TX | 0.4 |
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Rareview Capital LLC
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NV | 0.4 |
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MKT Advisors LLC
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CA | 0.4 |
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Oliver Capital Management LLC
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WA | 0.4 |
|
Access Financial Services Inc
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MN | 0.4 |
|
Zephyr Investment Management Inc
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CA | 0.4 |
|
Indivisible Partners LLC
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|
FL | 0.4 |
|
Go Invest LLC
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|
UT | 0.4 |
|
Bell & Brown Wealth Advisors LLC
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|
CA | 0.4 |