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 organized as a corporation. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm also operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Independent Wealth Network, Inc. does not position itself as an ESG investor.
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 31Connor Rigg
Mechanical EngineerCRD 8206097
David Rigg
Financial AdvisorCRD 6473551
Donald Rosalez
PresidentCRD 1913993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 261Active vs passive
$371M in ETFs
64%
$238M
22%
$133M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17.3M | 196,308 | 4.65% |
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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