Independent Wealth Network, Inc.
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
FINTRXOverview
Independent Wealth Network, Inc. is an independent registered investment adviser that identifies itself as a capital allocator serving both individuals/families and institutional clients. The firm is SEC-registered (registration recorded in 2017) and is owned by an individual. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. It maintains business relationships that include serving as a registered representative of a broker‑dealer and acting as an insurance broker. Independent Wealth Network is not identified as an active ESG investor and is not flagged as a multi‑state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Andrew Endelman
Chief Operating OfficerCRD 6248004
Jeffrey Zupancic
CEOCRD 2465727
Contacts
3 of 32Timothy Oberley
MemberCRD 5348077
Scott Mccord
Investment Advisor RepresentativeCRD 4307530
Enrique Hernandez
Financial AdvisorCRD 4228132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$377M in ETFs
64%
$240M
22%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17.3M | 192,783 | 4.59% |
Location
Urbandale, IA
Polk
Location
Urbandale, IA
Headquartered in Urbandale, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 2350 128th St
- Time zone
- CT (UTC-6)
- Office locations
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