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| Independent Wealth Network Inc
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|
|---|---|
| CRD # | 286262 |
| SEC # | 801-110559 |
| CIK # | 0001891240 |
| AUM | $292.8 MM (2023-03-06) |
| Employees | 24 (100% Investors, 46% Brokers) |
| Phone | 515-461-5123 |
| Address | 2350 NW 128th St Urbandale, IA 50323 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CAT | 99,975.7 | 6.0 | |
| CVX | 294,604.1 | 4.0 | |
| AAPL | 2,382,844.0 | 3.5 | |
| MSFT | 1,918,222.4 | 2.4 | |
| SLV | 1.6 | ||
| CSCO | 178,309.9 | 1.2 | |
| AMZN | 1,092,997.8 | 1.1 | |
| HSY | 44,908.2 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 985 | 128.9 |
| (b) Individuals (high net worth individuals) | 175 | 167.4 |
| (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 | 7 | 14.9 |
| (h) Charitable organizations | 1 | 1.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,113 | 312.9 |
| By Discretionary | ||
| Discretionary | 1,938 | 249.8 |
| Non-Discretionary | 175 | 63.0 |
| Total | 2,113 | 312.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.9 | |
| Total | 2,113 | 312.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001891240] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.3 |
|
Eudaimonia Advisors LLC
✚
|
TN | 0.3 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.3 |
|
Timonier Family Office Ltd
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|
NC | 0.3 |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.3 |
|
Coston McIsaac and Partners Inc
✚
|
ME | 0.3 |
|
Symphony Financial Services Inc
✚
|
OH | 0.3 |
|
Peregrine Investment Advisors LLC
✚
|
MS | 0.3 |
|
Aspect Partners LLC
✚
|
VA | 0.3 |
|
Paladin Advisors LLC
✚
|
NH | 0.3 |