Wealth Manager
    SEC Registered
    Manages Private Funds

    Iag Wealth Partners, LLC

    Registered investment advisor · Waukesha, Wisconsin · CRD #109721

    Assets Under Management
    $1.9B
    Client Accounts
    6,310
    Employees
    15
    CRD Number
    109721
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Iag Wealth Partners, LLC

    IAG Wealth Partners, established in 1985, is a full-service financial planning firm based in Waukesha, WI, offering wealth management and investment advice to individuals and families. It operates independently and has 11-50 employees. The firm is a registered investment advisor.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Iag Wealth Partners, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Iag Wealth Partners, LLC's AUM?

    Iag Wealth Partners, LLC reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Iag Wealth Partners, LLC headquartered?

    Iag Wealth Partners, LLC is headquartered in Waukesha, Wisconsin.

    What is Iag Wealth Partners, LLC's CRD number?

    Iag Wealth Partners, LLC's CRD number is 109721. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Iag Wealth Partners, LLC manage?

    Iag Wealth Partners, LLC manages approximately 6,310 client accounts according to its latest SEC filing.

    Is Iag Wealth Partners, LLC SEC registered?

    Yes, Iag Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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