Independent Wealth Network Inc.
Independent Wealth Network Inc. is an independently owned, SEC Registered Investment Advisor headquartered in Urbandale, Iowa. Founded in 2017, the firm employs approximately 25 people and is privately owned by Jeff Zupancic, Art Dinkin, and Andrew Endelman. IWN empowers financial advisors through technology, resources, and concierge-level support to deliver personalized financial planning and investment advisory services to individuals and institutions.
Investment Strategy
Independent Wealth Network Inc. offers personalized investment advisory services that are tailored to each client’s circumstances, including their investment objectives, financial situation, risk tolerance, time horizon, and goals. The firm operates under an open-architecture model, allowing advisors flexible access to proprietary IWN models, advisor-managed portfolios, or third-party model portfolios such as those from Schwab. Recommendations are made collaboratively between clients and Investment Adviser Representatives (IARs) and are documented in Investment Policy Statements. The firm's philosophy prioritizes independence, transparency, and a fiduciary approach free from obligations to any specific products or providers.
Top Holdings
Equity Positions (274)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 4.08% | $12.7M | 121,430 | $64.05 | $104.51 | +$1.2M |
C CAT | CATERPILLAR INC | 4.07% | $12.7M | 26,531 | $194.11 | $477.15 | +$2.4M |
S SPLG | SPDR SERIES TRUST | 3.76% | $11.7M | 149,292 | $55.13 | $78.34 | +$1.2M |
J JPST | J P MORGAN EXCHANGE TRADED F | 3.20% | $10.0M | 196,277 | $50.44 | $50.73 | +$1.6M |
S SPYV | SPDR SERIES TRUST | 2.62% | $8.2M | 147,540 | $41.21 | $55.33 | +$790.4K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I INTC | INTEL CORP | New | Call | $11.0K | 100 | $33.55 | $33.55 | +100 | +$11.0K |