INDEPENDENT WEALTH NETWORK, INC.

CRD 286262File 801-110559

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$518.4M

Above cohort median (national)

Discretionary AUM

$443.0M

Non-discretionary $75.4M

Clients

1,460

2,881 accounts

Employees

Above cohort median in IA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jun 1, 2017
Principal office: 2350 NW 128TH ST, URBANDALE, IA, 50323
Phone: 515-461-5123
Website: HTTP://WWW.KRAMERWEALTHADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $518.4M
Discretionary AUM: $443.0M
Non-discretionary AUM: $75.4M
Discretionary accounts: 2,749
Non-discretionary accounts: 132
Total accounts: 2,881
AUM per client: $355K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$873K
Charitable organizations	1	$1.5M
High net worth individuals	262	$290.7M
Pension and profit sharing plans	10	$25.3M
Individuals (other than high net worth individuals)	1,183	$200.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.