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| Independent Wealth Network Inc
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|---|---|
| CRD # | 286262 |
| SEC # | 801-110559 |
| CIK # | 0001891240 |
| AUM | 518.4 M (2026-03-30) |
| Employees | 37 (81% Investors, 24% Brokers) |
| Phone | 515-461-5123 |
| Address | 2350 NW 128th St Urbandale, IA 50323 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001891240 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 28.2 | ||
| Apple Inc | 5.7 | ||
| Nvidia Corp | 5.6 | ||
| iShares Silver Trust | 5.2 | ||
| Chevron Corp | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| SPDR Gold Trust | 3.8 | ||
| Amazon Com Inc | 3.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,183 | 200.0 |
| (b) Individuals (high net worth individuals) | 262 | 290.7 |
| (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 | 10 | 25.3 |
| (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 | 4 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,881 | 518.4 |
| By Discretionary | ||
| Discretionary | 2,749 | 443.0 |
| Non-Discretionary | 132 | 75.4 |
| Total | 2,881 | 518.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 518.4 | |
| Total | 2,881 | 518.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001891240] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 12 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
UT | 520.2 M |
|
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Parkshore Wealth Management
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BGM Wealth Partners LLC
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Fiat Wealth Management LLC
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|
Nest Egg ETFS LLC
✚
|
CA | 517.3 M |
|
Chelsea Counsel Company
✚
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CA | 517.0 M |
|
Medallion Wealth Advisors LLC
✚
|
CT | 516.9 M |