Independent Wealth Network, Inc.
● SEC registered since 2017CRD 286262SEC# 801-110559Urbandale, IA
Reg. AUM
$518.4M
Employees
37
Accounts
2,881
Location
Urbandale, IA
Independent Wealth Network, Inc. assets under management
Independent Wealth Network, Inc. operates as an SEC-registered investment adviser based in Urbandale, IA. The firm has been registered since 2017. It reports $518.4 million in regulatory assets under management and employs 37 people.
Independent Wealth Network, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Gregory Endelman Control | President & Cco | 10-25% | 2025 |
| Arthur Lawrence Dinkin Control | Cfo | 25-50% | 2025 |
| Jeffrey Lawrence Zupancic Control | Ceo | 25-50% | 2017 |
Frequently asked questions
How much does Independent Wealth Network, Inc. manage?
Independent Wealth Network, Inc. reports $518.4 million in regulatory assets under management on its Form ADV.
How many employees does Independent Wealth Network, Inc. have?
Independent Wealth Network, Inc. reports 37 employees.
Where is Independent Wealth Network, Inc. located?
Independent Wealth Network, Inc. is based in Urbandale, IA and has been SEC-registered since 2017.
Does Independent Wealth Network, Inc. disclose fund performance?
Independent Wealth Network, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2350 NW 128th St, Urbandale, IA 50323 |
| Phone | 515-461-5123 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$518.4M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$518.4Mregulatory AUM
Discretionary $443MNon-discretionary $75.4M