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IAG WEALTH PARTNERS, LLC
CRD 109721 · SEC 801-70404
N19 W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI, 53188, United States
Phone
262-446-8150
Fax
262-446-8135
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.87B
Discretionary AUM
$1.87B
Team
15 total employees; 15 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1792 | $667.6M |
| High net worth individuals | 547 | $1.18B |
| Charitable organizations | 10 | $11.9M |
| Corporations/business entities | 7 | $7.8M |
States served
AZ, CA, CO, GA, IL, IN, IA, KY, MI, MN, NV, NY, NC, OH, SC, TN, UT, VA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD