Independent Wealth Network Inc

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Assets, Funds, Holdings

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Independent Wealth Network Inc
CRD #286262
SEC #801-110559
CIK #0001891240
AUM $358.3 MM (2024-06-20)
Employees 25 (100% Investors, 36% Brokers)
Phone515-461-5123
Address2350 NW 128th St
Urbandale, IA 50323
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CAT 99,975.7 8.9
MSFT 1,918,222.4 4.7
CVX 294,604.1 4.4
AAPL 2,382,844.0 4.4
NVDA 399,550.0 2.7
AMZN 1,092,997.8 2.4
SLV 2.1
 
 
 
 
Holdings by Sector ($MM)
2502001501005002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,104 141.8
(b) Individuals (high net worth individuals) 224 198.1
(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 7 16.6
(h) Charitable organizations 1 1.4
(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 2,499 358.3
By Discretionary
Discretionary 2,365 306.8
Non-Discretionary 134 51.5
Total 2,499 358.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 358.3
Total 2,499 358.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001891240]
Comparable Firms State AUM ($BB)
Waveland Family Office LLC
IL 0.4
Private Wealth Solutions LLC
CA 0.4
Concorde Financial Corporation
TX 0.4
IVC Wealth Advisors LLC
PA 0.4
William Madison Advisors Inc
TX 0.4
Warren Street Wealth Advisors LLC
CA 0.4
Capitol Private Wealth Group LLC
VA 0.4
FMF&E Wealth Management LLC
NY 0.4
First Nebraska Advisory LLC
NE 0.4
Keating Investment Counselors Inc
FL 0.4
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