Independent Wealth Network, Inc.
- Regulatory AUM
- $518M
- Discretionary
- $443M
- Clients
- 1,460
- Avg AUM / client
- $355K
- Accounts
- 2,881
- Employees
- 37
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,183 | $200M | 38.6% |
| High net worth individuals | 262 | $291M | 56.1% |
| Pension and profit sharing plans | 10 | $25.3M | 4.89% |
| Charitable organizations | 1 | $1.5M | 0.3% |
| Corporations and other businesses | 4 | $873K | 0.17% |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arthur Lawrence Dinkin | President & Cco | CFP | Aug 2017 (9y) | 25% – 50% |
| Jeffrey Lawrence Zupancic | Ceo | Aug 2017 (9y) | 25% – 50% | |
| Andrew Gregory Endelman | Coo | Sep 2017 (9y) | 10% – 25% | |
| Nancy Selena Bullock Swanson | Registered representative | Sep 2017 (9y) | ||
| Ross Charles Bonifield | Registered representative | Sep 2017 (9y) | ||
| James Michael Poindexter | Registered representative | CFP Chartered Financial Consultant | Oct 2017 (9y) | |
| Donald F Rosalez | Registered representative | Oct 2017 (9y) | ||
| Enrique Hernandez | Registered representative | Oct 2017 (9y) | ||
| Michael Alan Rodgers | Registered representative | CFP | Nov 2017 (9y) | |
| James Edward Bey | Registered representative | Chartered Financial Consultant | Dec 2017 (9y) | |
| Erik R Holt | Registered representative | Jan 2018 (9y) | ||
| Russell John Kramer | Registered representative | Aug 2018 (8y) | ||
| David Linton Rigg | Registered representative | Aug 2018 (8y) | ||
| Gary Wayne Bilyeu | Registered representative | Sep 2018 (8y) | ||
| Kathleen Marie Williams Price | Registered representative | Sep 2018 (8y) | ||
| Charles Garrett Morgan | Registered representative | Sep 2018 (8y) | ||
| Steven Brant Collier | Registered representative | Oct 2019 (7y) | ||
| Scott Allan Mccord | Registered representative | Jun 2020 (6y) | ||
| Scott T Etzel | Registered representative | Nov 2020 (6y) | ||
| Timothy J Oberley | Registered representative | Feb 2021 (5y) | ||
| Jared Benjamin Kramer | Registered representative | Jun 2021 (5y) | ||
| Stephen Alexander Gilchrist | Registered representative | Feb 2022 (4y) | ||
| Ryan Thomas Timmins | Registered representative | Oct 2022 (4y) | ||
| Zachary D Ross | Registered representative | Jun 2024 (2y) | ||
| Kristoffer Edou Doura | Registered representative | Apr 2025 (1y) | ||
| Jeffrey Thomas Bone | Registered representative | CFP | Jun 2025 (1y) | |
| Grayeson Thomas Griess | Registered representative | Jul 2025 (1y) | ||
| Ronald T Swanick | Registered representative | Oct 2025 (1y) | ||
| Connor Rigg | Registered representative | Jan 2026 (1y) | ||
| Timothy Mark Stoleson | Registered representative | Mar 2026 (0y) | ||
| Mark Chalem | Registered representative | CFP | May 2026 (0y) | |
| Sean Michael Facey | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $394M (76% of AUM) Mar 2026
- Sei Investments Distribution Co. $35.2M (11% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗