Independent Wealth Network, INC.
Urbandale, IA·SEC-registered · CRD #286262
Independent Wealth Network, INC. is an SEC-registered investment advisory firm in Urbandale, IA managing $518M across 3.0k client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$518M
Client accounts
3.0k
Advisory staff
30
Fee model
Fee-based
How Independent Wealth Network, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Independent Wealth Network, INC.
How much does Independent Wealth Network, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Independent Wealth Network, INC. reports $518M in regulatory assets under management across roughly 3.0k client accounts.
How does Independent Wealth Network, INC. charge?
Independent Wealth Network, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Independent Wealth Network, INC. a fiduciary?
Yes. Independent Wealth Network, INC. is registered with the U.S. Securities and Exchange Commission (CRD #286262), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Independent Wealth Network, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Independent Wealth Network, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Urbandale, IA
Profile compiled from Independent Wealth Network, INC.'s public SEC Form ADV filing (CRD #286262, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Independent Wealth Network, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Independent Wealth Network, INC.? Claim this profile.