INDEPENDENT WEALTH NETWORK, INC.
CRD #286262 SEC #801-110559 URBANDALE, IA 515-461-5123
SEC Registered
Total AUM
$422.6M
Discretionary
$361.6M
Employees
25
Clients
26
Accounts
2,626
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $422.6M | $361.6M | $60.9M | 25 | 10 |
| Oct 2025 | $422.6M | $361.6M | $60.9M | 25 | 10 |
| Sep 2025 | $422.6M | $361.6M | $60.9M | 25 | 10 |
| Jul 2025 | $422.6M | $361.6M | $60.9M | 25 | 10 |
| Jan 2025 | $422.6M | $361.6M | $60.9M | 25 | 10 |
| Jan 2025 | $422.6M | $361.6M | $60.9M | 25 | 10 |
| Nov 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| Jun 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| Jun 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| Jun 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| May 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| Apr 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| Mar 2024 | $358.3M | $306.8M | $51.5M | 25 | 10 |
| Mar 2023 | $292.8M | $244.5M | $48.3M | 27 | 10 |
| Feb 2023 | $312.9M | $249.8M | $63M | 24 | 10 |
| Oct 2022 | $312.9M | $249.8M | $63M | 24 | 10 |
| May 2022 | $312.9M | $249.8M | $63M | 24 | 10 |
| Apr 2022 | $312.9M | $249.8M | $63M | 24 | 10 |
| Mar 2022 | $312.9M | $249.8M | $63M | 24 | 10 |
| Oct 2021 | $239.8M | $190.8M | $49.1M | 22 | 8 |
| Jun 2021 | $239.8M | $190.8M | $49.1M | 22 | 8 |
| May 2021 | $239.8M | $190.8M | $49.1M | 22 | 8 |
| Apr 2021 | $239.8M | $190.8M | $49.1M | 22 | 8 |
| Apr 2021 | $239.8M | $190.8M | $49.1M | 22 | 8 |
| Mar 2021 | $239.8M | $190.8M | $49.1M | 22 | 8 |
| Feb 2021 | $183.4M | $137.3M | $46.1M | 20 | 7 |
| Jan 2021 | $183.4M | $137.3M | $46.1M | 20 | 7 |
| Nov 2020 | $183.4M | $137.3M | $46.1M | 20 | 7 |
| Jun 2020 | $183.4M | $137.3M | $46.1M | 20 | 7 |
| Apr 2020 | $183.4M | $137.3M | $46.1M | 20 | 7 |
| Mar 2020 | $183.4M | $137.3M | $46.1M | 20 | 7 |
| Feb 2020 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Jan 2020 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Dec 2019 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Jul 2019 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Jul 2019 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Jun 2019 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Apr 2019 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Mar 2019 | $148.5M | $107.7M | $40.8M | 20 | 7 |
| Jan 2019 | $101.7M | $68.4M | $33.3M | 16 | 3 |
| Jun 2018 | $101.7M | $68.4M | $33.3M | 16 | 3 |
| Apr 2018 | $55.9M | $49.6M | $6.4M | 16 | 3 |
| Mar 2018 | $55.9M | $49.6M | $6.4M | 12 | 3 |
| Aug 2017 | $100M | $100M | $0 | 2 | 600 |
| Aug 2017 | $100M | $100M | $0 | 2 | 600 |
| Aug 2017 | $100M | $100M | $0 | 2 | 600 |
| Aug 2017 | $100M | $100M | $0 | 2 | 600 |
| May 2017 | $10M | $10M | $0 | 1 | 600 |
| May 2017 | $10M | $10M | $0 | 1 | 600 |
| May 2017 | $10M | $10M | $0 | 1 | 600 |
| May 2017 | $10M | $10M | $0 | 1 | 600 |
DateNov 2025
Total AUM$422.6M
Discretionary$361.6M
Non-Disc.$60.9M
Employees25
Clients10
DateOct 2025
Total AUM$422.6M
Discretionary$361.6M
Non-Disc.$60.9M
Employees25
Clients10
DateSep 2025
Total AUM$422.6M
Discretionary$361.6M
Non-Disc.$60.9M
Employees25
Clients10
DateJul 2025
Total AUM$422.6M
Discretionary$361.6M
Non-Disc.$60.9M
Employees25
Clients10
DateJan 2025
Total AUM$422.6M
Discretionary$361.6M
Non-Disc.$60.9M
Employees25
Clients10
DateJan 2025
Total AUM$422.6M
Discretionary$361.6M
Non-Disc.$60.9M
Employees25
Clients10
DateNov 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateJun 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateJun 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateJun 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateMay 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateApr 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateMar 2024
Total AUM$358.3M
Discretionary$306.8M
Non-Disc.$51.5M
Employees25
Clients10
DateMar 2023
Total AUM$292.8M
Discretionary$244.5M
Non-Disc.$48.3M
Employees27
Clients10
DateFeb 2023
Total AUM$312.9M
Discretionary$249.8M
Non-Disc.$63M
Employees24
Clients10
DateOct 2022
Total AUM$312.9M
Discretionary$249.8M
Non-Disc.$63M
Employees24
Clients10
DateMay 2022
Total AUM$312.9M
Discretionary$249.8M
Non-Disc.$63M
Employees24
Clients10
DateApr 2022
Total AUM$312.9M
Discretionary$249.8M
Non-Disc.$63M
Employees24
Clients10
DateMar 2022
Total AUM$312.9M
Discretionary$249.8M
Non-Disc.$63M
Employees24
Clients10
DateOct 2021
Total AUM$239.8M
Discretionary$190.8M
Non-Disc.$49.1M
Employees22
Clients8
DateJun 2021
Total AUM$239.8M
Discretionary$190.8M
Non-Disc.$49.1M
Employees22
Clients8
DateMay 2021
Total AUM$239.8M
Discretionary$190.8M
Non-Disc.$49.1M
Employees22
Clients8
DateApr 2021
Total AUM$239.8M
Discretionary$190.8M
Non-Disc.$49.1M
Employees22
Clients8
DateApr 2021
Total AUM$239.8M
Discretionary$190.8M
Non-Disc.$49.1M
Employees22
Clients8
DateMar 2021
Total AUM$239.8M
Discretionary$190.8M
Non-Disc.$49.1M
Employees22
Clients8
DateFeb 2021
Total AUM$183.4M
Discretionary$137.3M
Non-Disc.$46.1M
Employees20
Clients7
DateJan 2021
Total AUM$183.4M
Discretionary$137.3M
Non-Disc.$46.1M
Employees20
Clients7
DateNov 2020
Total AUM$183.4M
Discretionary$137.3M
Non-Disc.$46.1M
Employees20
Clients7
DateJun 2020
Total AUM$183.4M
Discretionary$137.3M
Non-Disc.$46.1M
Employees20
Clients7
DateApr 2020
Total AUM$183.4M
Discretionary$137.3M
Non-Disc.$46.1M
Employees20
Clients7
DateMar 2020
Total AUM$183.4M
Discretionary$137.3M
Non-Disc.$46.1M
Employees20
Clients7
DateFeb 2020
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateJan 2020
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateDec 2019
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateJul 2019
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateJul 2019
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateJun 2019
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateApr 2019
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateMar 2019
Total AUM$148.5M
Discretionary$107.7M
Non-Disc.$40.8M
Employees20
Clients7
DateJan 2019
Total AUM$101.7M
Discretionary$68.4M
Non-Disc.$33.3M
Employees16
Clients3
DateJun 2018
Total AUM$101.7M
Discretionary$68.4M
Non-Disc.$33.3M
Employees16
Clients3
DateApr 2018
Total AUM$55.9M
Discretionary$49.6M
Non-Disc.$6.4M
Employees16
Clients3
DateMar 2018
Total AUM$55.9M
Discretionary$49.6M
Non-Disc.$6.4M
Employees12
Clients3
DateAug 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients600
DateAug 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients600
DateAug 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients600
DateAug 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients600
DateMay 2017
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients600
DateMay 2017
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients600
DateMay 2017
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients600
DateMay 2017
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients600