Overview
Assets Under Management: $1.6 billion
Headquarters: WAUKESHA, WI
High-Net-Worth Clients: 441
Average Client Assets: $2 million
Frequently Asked Questions
IAG WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109721), IAG WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
IAG WEALTH PARTNERS, LLC is headquartered in WAUKESHA, WI.
IAG WEALTH PARTNERS, LLC serves 441 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, IAG WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
IAG WEALTH PARTNERS, LLC is ranked #167 by Forbes in 2025. Learn more about these rankings ↓
IAG WEALTH PARTNERS, LLC manages $1.6 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, IAG WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 167
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 441
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,857
Discretionary Accounts: 5,857
Regulatory Filings
CRD Number: 109721
Filing ID: 1964829
Last Filing Date: 2025-03-26 14:26:00
Website: https://iagwealthpartners.com