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Independent Wealth Network Inc
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CRD # | 286262 |
SEC # | 801-110559 |
CIK # | 0001891240 |
AUM | $358.3 MM (2024-06-20) |
Employees | 25 (100% Investors, 36% Brokers) |
Phone | 515-461-5123 |
Address | 2350 NW 128th St Urbandale, IA 50323 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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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 |