SourcingSourcing

INDEPENDENT WEALTH NETWORK, INC.

C34
CRD 286262·SEC 801-110559·URBANDALE, IA
AUM
$518.4M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INDEPENDENT WEALTH NETWORK, INC.
CRD
286262
SEC file #
801-110559
EIN
821277255
DBA names
—

Economics

AUM
$518.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$148.5M → $518.4M▲ +249%
Client mix
Individuals Other1,183
Individuals High Net Worth262
Pension Profit Sharing Plans10
Corporations4
Charitable Organizations1

Operations

Employees (total)
37
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
20 advisors → 30 advisors▲ +50%
Primary office
URBANDALE IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
kramerwealthadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DINKIN, ARTHUR, LAWRENCE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DINKIN, ARTHUR, LAWRENCE
ZUPANCIC, JEFFREY, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KRAMERWEALTHADVISORY.COM
Rdap Domain Creation Date
2019-09-19T18:25:41Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001891240
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2021-11-04
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001891240-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5422
Soi Zip Pct 200k Plus
0.2693
Soi Zip Returns 200k Plus
2,300
Soi Zip Total AGI
1,738,364
Fdic Zip Total Deposits
440,362,000
Fdic Zip Branch Count
22
Fdic Zip Top Banks
Iowa State Bank
Bankers Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
32
Bc Firm IAR Count
32
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2350 NW 128TH ST.URBANDALE, IA 50323
Business
2350 NW 128TH ST.URBANDALE, IA 50323
Edgar EIN
821277255
Edgar Recent Filings
13F-HR2026-04-21 · 0001891240-26-000002
13F-HR2026-01-26 · 0001891240-26-000001
Fdic Zip Branches Raw
Bankers Trust Company, National AssociationUrbandale, IA
Bankers Trust Company, National AssociationUrbandale, IA
Fdic Zip HHI
4448.2
Fdic Zip Top Bank Share Pct
62.12
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-19T18:25:41Z
Rdap Domain Last Changed
2022-10-30T07:53:19Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,221
Returns1,560
Stub 2
AGI32,067
Returns860
Stub 3
AGI51,187
Returns830
Soi Zip Total Business Income
38,494
Soi Zip Total Cap Gains
128,591
Soi Zip Total Dividends
38,758
Soi Zip Total Returns
8,540
Top Owner CRD
2096185
Trust Company Affiliate
No

People (32)

32
DINKIN, ARTHUR, LAWRENCE
IAR · Direct Owner · 37.5%
2096185
ZUPANCIC, JEFFREY, LAWRENCE
IAR · Direct Owner · 37.5%
2465727
ENDELMAN, ANDREW, GREGORY
IAR · Direct Owner · 17.5%
6248004
Ryan Thomas Timmins
IAR
7393751
DAVID LINTON RIGG
IAR
6473551
SCOTT ALLAN MCCORD
IAR
4307530
CHARLES GARRETT MORGAN
IAR
5522992
RUSSELL JOHN KRAMER
IAR
2365564
TIMOTHY J OBERLEY
IAR
5348077
NANCY SELENA BULLOCK-SWANSON
IAR
4868611
JAMES MICHAEL POINDEXTER
IAR
1867899
Timothy Mark Stoleson
IAR
7960441
Michael Alan Rodgers
IAR
6564456
STEPHEN ALEXANDER GILCHRIST
IAR
6164701
STEVEN BRANT COLLIER
IAR
6654231
KATHLEEN MARIE WILLIAMS-PRICE
IAR
2450125
JAMES EDWARD BEY
IAR
1933696
Enrique Hernandez
IAR
4228132
ROSS CHARLES BONIFIELD
IAR
3074157
Connor Rigg
IAR
8206097
ERIK R HOLT
IAR
4635271
DONALD F ROSALEZ
IAR
1913993
JARED Benjamin KRAMER
IAR
6480372
KRISTOFFER EDOU DOURA
IAR
6439198
Zachary D Ross
IAR
6148569
Ronald T Swanick
IAR
2494653
Mark Chalem
IAR
6636976
SCOTT T ETZEL
IAR
5505697
GARY WAYNE BILYEU
IAR
6457268
Jeffrey Thomas Bone
IAR
7034013
SEAN Michael FACEY
IAR
7226449
Grayeson Thomas Griess
IAR
7900359