Independent Wealth Network, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Urbandale, IA. Its latest Form ADV filing, dated March 30, 2026, reports $518M in regulatory assets under management, 37 employees, 19 offices, and 2,881 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.0% of total clients.
Top client categories% of clientsClients
1
Individuals
81.0%
1,183
2
HNWI
17.9%
262
3
Pension Plans
0.7%
10
4
Corporations
0.3%
4
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$518Mas of March 30, 2026
Discretionary85.5%
$443M
85% of total RAUM85.5%
Non-discretionary14.5%
$75M
15% of total RAUM14.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$518M
Total Accounts2,881
10Y AUM Change+$508M (+5083.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee39:1
10Y Employee Change+36 (+3600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.