INDEPENDENT WEALTH NETWORK, INC.

RIASEC RegisteredEst. 2017

Total AUM

$518M

Discretionary

$443M

85% of AUM

Avg account

$180K

Accounts

2,881

Employees

Advisory reps

Firm details

Headquarters: URBANDALE, Iowa
CRD number: 286262
Registered since: June 1, 2017
Website: www.indwealth.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.07%
Individuals38.57%
Pension & Profit Sharing Plans4.89%
Charitable Organizations0.3%
Corporations / Businesses0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Independent Wealth Network, Inc. is an independent registered investment adviser that blends fee-based wealth management with broker-dealer and insurance activity. The firm acts as a capital allocator, working with individuals, families and institutional clients across financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its business model includes percentage-of-AUM pricing alongside hourly and fixed-fee engagements, and it maintains relationships as a registered representative of a broker-dealer and as an insurance broker. Investment activity shows a clear tilt toward exchange-traded instruments. The firm favors liquid, tradable equities and ETFs as the backbone of client portfolios, while retaining flexibility to place capital with third-party managers where a specialized mandate is needed. Independent Wealth Network, Inc. does not position itself as an ESG-focused allocator.