$518.4M Total AUM
$443.0M Disc. AUM
21.0% 3Y CAGR
37 Employees
1,472 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2017
- Office Locations
- 22
Office Locations
1200 Brickell Ave. Ste. 1950 #1153 Miami FL
1202 E Maryland AVE Suite 1J Phoenix AZ
2350 NW 128th ST Urbandale IA
About Independent Wealth Network, Inc.
Independent Wealth Network is an independent hybrid RIA platform supporting credentialed advisors with integrated technology and concierge operations/compliance support to automate account management, billing, and oversight. Advisors can run open-architecture strategies—building portfolios, using IWN models, or accessing Schwab model portfolios—for retail and institutional clients.
Team overview
49 AVG AGE
$17.3M AVG AUM / ADVISOR
$352.2K AVG AUM / CLIENT
5.5 yrs AVG TENURE
37 Employees
30 Advisory Reps
30 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ARTHUR LAWRENCE DINKIN
Chief Financial Officer
- CRD
- #2096185
- Ownership
- 25% but less than 50%
Available
Available
Available
JEFFREY LAWRENCE ZUPANCIC
Chief Executive Officer
- CRD
- #2465727
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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JAMES EDWARD BEY
Financial Advisor
- CRD
- #1933696
Available
Available
Available
G
GARY WAYNE BILYEU
--
- CRD
- #6457268
Available
Available
Available
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $443,001,178 | $161,150 |
| Non-Discretionary | $75,378,553 | $571,050 |
| Total | $518,379,731 | $179,930 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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