| 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 |
Independent Wealth Network, Inc. reports $422.6 million in regulatory assets under management on its Form ADV.
Independent Wealth Network, Inc. reports 25 employees.
Independent Wealth Network, Inc. is based in Urbandale, IA and has been SEC-registered since 2017.
Independent Wealth Network, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $361.6M |
| Non-discretionary | $60.9M |
| Total (RAUM) | $422.6M |